WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 193 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395,052 | +44.7% | 8,641 | +53.2% | 0.04% | +37.9% |
| Q2 2023 | $272,923 | +5.7% | 5,640 | +0.0% | 0.03% | -14.7% |
| Q1 2023 | $258,226 | +1.0% | 5,639 | 0.0% | 0.03% | -10.5% |
| Q4 2022 | $255,571 | -11.3% | 5,639 | -22.1% | 0.04% | -34.5% |
| Q3 2022 | $288,000 | +5.5% | 7,238 | +18.2% | 0.06% | -1.7% |
| Q2 2022 | $273,000 | -18.3% | 6,126 | 0.0% | 0.06% | -20.3% |
| Q1 2022 | $334,000 | +1.8% | 6,126 | 0.0% | 0.07% | -26.7% |
| Q4 2021 | $328,000 | – | 6,126 | – | 0.10% | – |
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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% |