WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 180 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $145,288 | -0.1% | 3,141 | +0.5% | 0.01% | +20.0% |
| Q2 2023 | $145,381 | +2.2% | 3,124 | +0.6% | 0.01% | -16.7% |
| Q1 2023 | $142,207 | +140699.0% | 3,106 | +34.6% | 0.01% | 0.0% |
| Q4 2022 | $101 | -99.9% | 2,307 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $92,000 | -32.8% | 2,301 | -25.2% | 0.01% | 0.0% |
| Q2 2022 | $137,000 | -38.0% | 3,078 | -25.7% | 0.01% | 0.0% |
| Q1 2022 | $221,000 | +8.3% | 4,144 | +7.6% | 0.01% | +20.0% |
| Q4 2021 | $204,000 | -0.5% | 3,850 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $205,000 | -6.8% | 3,840 | -4.8% | 0.01% | -16.7% |
| Q2 2021 | $220,000 | +6.8% | 4,032 | +0.3% | 0.01% | +20.0% |
| Q1 2021 | $206,000 | – | 4,018 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |