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% | – |
Download | ||||||
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% |