WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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% | – |
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% |