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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,918 | +4.4% | 129 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,671 | +13.4% | 129 | +4.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | 0.0% | 124 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -78.3% | 120 | -72.4% | 0.00% | -72.7% |
| Q1 2022 | $23,000 | -11.5% | 434 | -10.3% | 0.01% | -8.3% |
| Q4 2021 | $26,000 | 0.0% | 484 | +0.2% | 0.01% | -25.0% |
| Q3 2021 | $26,000 | -56.7% | 483 | -55.9% | 0.02% | -56.8% |
| Q2 2021 | $60,000 | +185.7% | 1,095 | +164.5% | 0.04% | +146.7% |
| Q1 2021 | $21,000 | – | 414 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |