WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 3.96 and the average weighting 0.3%.
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 | 211,599 | $8,864,000 | 7.65% |
| Great Point Wealth Advisors, LLC | 175,069 | $7,333,000 | 6.94% |
| America First Investment Advisors, LLC | 271,851 | $11,388,000 | 3.81% |
| Neumann Capital Management, LLC | 120,396 | $5,043,000 | 3.80% |
| Financial Planning & Information Services, Inc. | 182,924 | $7,663,000 | 3.79% |
| White Pine Investment CO | 130,344 | $5,460,000 | 2.92% |
| Stratford Consulting, LLC | 150,142 | $6,289,000 | 2.53% |
| Biltmore Family Office, LLC | 95,489 | $4,000,000 | 2.26% |
| Efficient Advisors, LLC | 259,653 | $10,877,000 | 2.02% |
| Community Financial Services Group, LLC | 127,315 | $5,333,000 | 2.02% |