WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 186 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $62,502 | -66.7% | 1,343 | -67.3% | 0.04% | -69.5% |
| Q1 2023 | $187,896 | +4.4% | 4,103 | +0.2% | 0.12% | -4.1% |
| Q4 2022 | $180,059 | +11.1% | 4,093 | +0.7% | 0.12% | -1.6% |
| Q3 2022 | $162,000 | -9.0% | 4,064 | +2.1% | 0.12% | -9.4% |
| Q2 2022 | $178,000 | -95.7% | 3,982 | -94.9% | 0.14% | -94.8% |
| Q1 2022 | $4,145,000 | – | 77,586 | – | 2.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
| Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
| Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
| Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
| Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
| MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
| O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
| Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
| Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |