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 | $4,926,649 | +4.6% | 106,499 | +5.2% | 3.57% | +6.2% |
| Q2 2023 | $4,708,731 | +7.3% | 101,198 | +5.6% | 3.36% | +1.0% |
| Q1 2023 | $4,387,581 | +7.7% | 95,820 | +3.4% | 3.33% | -0.7% |
| Q4 2022 | $4,075,408 | +5.3% | 92,644 | -4.7% | 3.35% | -11.3% |
| Q3 2022 | $3,872,000 | -6.8% | 97,247 | +4.5% | 3.78% | -2.7% |
| Q2 2022 | $4,153,000 | -11.1% | 93,043 | +6.2% | 3.88% | -4.3% |
| Q1 2022 | $4,672,000 | +5.4% | 87,650 | +4.7% | 4.06% | +10.0% |
| Q4 2021 | $4,432,000 | – | 83,744 | – | 3.69% | – |
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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% |