WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 191 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 4.39 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |