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 | $664,479 | -12.8% | 14,364 | -12.3% | 0.22% | -11.7% |
| Q2 2023 | $761,882 | -32.8% | 16,374 | -33.9% | 0.25% | -37.1% |
| Q1 2023 | $1,133,944 | -16.3% | 24,764 | -19.6% | 0.39% | -25.4% |
| Q4 2022 | $1,354,980 | -9.7% | 30,802 | -18.2% | 0.53% | -11.0% |
| Q3 2022 | $1,500,000 | -20.8% | 37,677 | -11.3% | 0.59% | -18.2% |
| Q2 2022 | $1,895,000 | -17.5% | 42,461 | -1.5% | 0.72% | -8.1% |
| Q1 2022 | $2,298,000 | – | 43,116 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 296,643 | $11,812,000 | 6.73% |
| Aprio Wealth Management, LLC | 388,403 | $15,466,000 | 6.21% |
| Financial Planning & Information Services, Inc. | 496,372 | $19,766,000 | 4.79% |
| WADDELL & ASSOCIATES, LLC | 586,445 | $23,352,000 | 4.52% |
| Great Point Wealth Advisors, LLC | 295,494 | $11,767,000 | 4.39% |
| Shore Point Advisors, LLC | 97,247 | $3,872,000 | 3.78% |
| Neumann Capital Management, LLC | 165,401 | $6,586,000 | 3.39% |
| Baker Ellis Asset Management LLC | 220,971 | $8,799,000 | 1.92% |
| Creative Planning | 26,884,747 | $1,070,551,000 | 1.85% |
| Tacita Capital Inc | 55,200 | $2,198,000 | 1.70% |