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 | $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 | 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% |