WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 174 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 12.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,504,238 | +1.6% | 32,517 | +2.2% | 0.00% | – |
| Q2 2023 | $1,480,170 | +4.1% | 31,811 | +2.5% | 0.00% | – |
| Q1 2023 | $1,421,310 | +55419.9% | 31,032 | -46.7% | 0.00% | – |
| Q4 2022 | $2,560 | -99.2% | 58,204 | +652.5% | 0.00% | – |
| Q3 2022 | $308,000 | -7.5% | 7,735 | +3.6% | 0.00% | – |
| Q2 2022 | $333,000 | -20.1% | 7,468 | -4.5% | 0.00% | – |
| Q1 2022 | $417,000 | +22.6% | 7,823 | +21.7% | 0.00% | – |
| Q4 2021 | $340,000 | +16.8% | 6,427 | +17.9% | 0.00% | – |
| Q3 2021 | $291,000 | +8.6% | 5,450 | +10.7% | 0.00% | – |
| Q2 2021 | $268,000 | +39.6% | 4,923 | +31.3% | 0.00% | – |
| Q1 2021 | $192,000 | -36.2% | 3,750 | -40.6% | 0.00% | – |
| Q4 2020 | $301,000 | +96.7% | 6,316 | +68.4% | 0.00% | – |
| Q3 2020 | $153,000 | -7.8% | 3,750 | -11.8% | 0.00% | – |
| Q2 2020 | $166,000 | +18.6% | 4,250 | 0.0% | 0.00% | – |
| Q1 2020 | $140,000 | -31.0% | 4,250 | 0.0% | 0.00% | – |
| Q4 2019 | $203,000 | -18.8% | 4,250 | -24.8% | 0.00% | – |
| Q3 2019 | $250,000 | -2.3% | 5,650 | +3.7% | 0.00% | – |
| Q2 2019 | $256,000 | +1.6% | 5,450 | +1.9% | 0.00% | – |
| Q1 2019 | $252,000 | +12.5% | 5,350 | 0.0% | 0.00% | – |
| Q4 2018 | $224,000 | +12.6% | 5,350 | +23.0% | 0.00% | – |
| Q3 2018 | $199,000 | -74.9% | 4,350 | -73.8% | 0.00% | – |
| Q2 2018 | $793,000 | -25.5% | 16,633 | -15.6% | 0.00% | – |
| Q1 2018 | $1,065,000 | +23.3% | 19,710 | +19.0% | 0.00% | – |
| Q4 2017 | $864,000 | +40.7% | 16,566 | +30.6% | 0.00% | – |
| Q3 2017 | $614,000 | +314.9% | 12,687 | +292.2% | 0.00% | – |
| Q2 2017 | $148,000 | -47.5% | 3,235 | -47.1% | 0.00% | – |
| Q4 2013 | $282,000 | – | 6,118 | – | 0.00% | – |
Download | ||||||
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% |