WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,076,200 | -5.7% | 23,269 | -5.1% | 0.60% | -17.2% |
| Q2 2023 | $1,140,738 | -1.0% | 24,516 | -2.6% | 0.73% | -3.8% |
| Q1 2023 | $1,152,179 | +3.1% | 25,162 | -0.9% | 0.76% | -0.1% |
| Q4 2022 | $1,117,000 | +9.8% | 25,387 | -0.6% | 0.76% | -8.2% |
| Q3 2022 | $1,017,000 | -17.9% | 25,542 | -7.9% | 0.82% | -20.8% |
| Q2 2022 | $1,238,000 | -15.6% | 27,735 | +0.8% | 1.04% | -2.6% |
| Q1 2022 | $1,467,000 | +31.0% | 27,516 | +30.0% | 1.07% | +29.9% |
| Q4 2021 | $1,120,000 | – | 21,173 | – | 0.82% | – |
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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% |