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 | 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% |