WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 198 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 4.68 and the average weighting 0.3%.
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 | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |