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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,285 | +31.7% | 1,844 | +32.5% | 0.00% | – |
| Q2 2023 | $64,775 | -49.9% | 1,392 | -50.7% | 0.00% | – |
| Q1 2023 | $129,230 | +145.0% | 2,822 | +135.4% | 0.00% | – |
| Q4 2022 | $52,749 | +14.7% | 1,199 | +3.4% | 0.00% | – |
| Q3 2022 | $46,000 | -36.1% | 1,160 | -28.1% | 0.00% | – |
| Q2 2022 | $72,000 | -30.8% | 1,613 | -17.6% | 0.00% | – |
| Q1 2022 | $104,000 | +22.4% | 1,957 | +21.5% | 0.00% | – |
| Q4 2021 | $85,000 | +49.1% | 1,611 | +51.3% | 0.00% | – |
| Q3 2021 | $57,000 | +256.2% | 1,065 | +262.2% | 0.00% | – |
| Q2 2021 | $16,000 | -11.1% | 294 | -15.5% | 0.00% | – |
| Q1 2021 | $18,000 | – | 348 | +8600.0% | 0.00% | – |
| Q4 2020 | $0 | – | 4 | +300.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | -83.3% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 6 | -99.5% | 0.00% | – |
| Q4 2019 | $56,000 | +12.0% | 1,165 | +1.7% | 0.00% | – |
| Q3 2019 | $50,000 | +127.3% | 1,145 | +145.2% | 0.00% | – |
| Q2 2019 | $22,000 | +144.4% | 467 | +132.3% | 0.00% | – |
| Q1 2019 | $9,000 | +200.0% | 201 | +235.0% | 0.00% | – |
| Q4 2018 | $3,000 | – | 60 | +5900.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 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% |