True Wealth Design, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 3.96 and the average weighting 0.3%.

Quarter-by-quarter ownership
True Wealth Design, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$340,051
-2.6%
7,351
-2.0%
0.11%
-10.9%
Q2 2023$349,099
+1.6%
7,503
+0.0%
0.13%
-11.1%
Q1 2023$343,535
+3.0%
7,502
-1.1%
0.14%
-6.5%
Q4 2022$333,6807,5850.15%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 282,354$14,482,0007.82%
Great Point Wealth Advisors, LLC 284,208$14,577,0005.58%
Financial Planning & Information Services, Inc. 304,944$15,641,0004.79%
America First Investment Advisors, LLC 262,322$13,454,0004.08%
Neumann Capital Management, LLC 157,494$8,078,0003.84%
Swaine & Leidel Wealth Services, LLC 95,980$4,923,0003.17%
Asset Management Advisors, LLC 74,263$3,809,0002.88%
Baker Ellis Asset Management LLC 179,039$9,183,0001.98%
Tacita Capital Inc 57,760$2,963,0001.92%
CAPITAL MANAGEMENT CORP /VA 159,123$8,161,0001.82%
View complete list of WISDOMTREE TR shareholders