WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 223 filers reported holding WISDOMTREE TR in Q2 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% | – |
Download |
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% |