True Wealth Design, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 198 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 4.68 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 Q3 2023
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 238,130$11,204,0008.33%
Great Point Wealth Advisors, LLC 196,099$9,226,0007.45%
Neumann Capital Management, LLC 166,932$7,854,0004.87%
Financial Planning & Information Services, Inc. 210,152$9,888,0004.28%
America First Investment Advisors, LLC 272,019$12,798,0003.89%
White Pine Investment CO 135,961$6,397,0003.02%
Stratford Consulting, LLC 155,107$7,298,0002.58%
Osbon Capital Management LLC 46,395$2,183,0002.32%
Biltmore Family Office, LLC 88,009$4,141,0002.24%
Efficient Advisors, LLC 264,875$12,462,0002.18%
View complete list of WISDOMTREE TR shareholders