WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 220 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,403,694 | -7.2% | 47,261 | -8.9% | 1.45% | -19.5% |
| Q4 2023 | $2,590,798 | +33.4% | 51,899 | +23.7% | 1.80% | +6.8% |
| Q3 2023 | $1,941,440 | -8.5% | 41,968 | -8.0% | 1.68% | +7.7% |
| Q2 2023 | $2,122,512 | +1.3% | 45,616 | -0.3% | 1.56% | -12.2% |
| Q1 2023 | $2,095,213 | +6.8% | 45,757 | +2.6% | 1.78% | +4.9% |
| Q4 2022 | $1,961,470 | – | 44,589 | – | 1.70% | – |
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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% |