WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 120 filers reported holding WISDOMTREE TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,948 | -0.6% | 7,327 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $340,926 | +1.6% | 7,327 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $335,504 | -3.6% | 7,327 | -7.4% | 0.00% | -25.0% |
| Q4 2022 | $348,138 | +14.1% | 7,914 | +3.4% | 0.00% | +33.3% |
| Q3 2022 | $305,000 | -11.3% | 7,652 | -0.6% | 0.00% | -25.0% |
| Q2 2022 | $344,000 | +96.6% | 7,697 | +134.9% | 0.00% | +100.0% |
| Q1 2022 | $175,000 | +98.9% | 3,277 | +97.2% | 0.00% | +100.0% |
| Q4 2021 | $88,000 | +158.8% | 1,662 | +163.4% | 0.00% | – |
| Q3 2021 | $34,000 | +3.0% | 631 | -9.9% | 0.00% | – |
| Q4 2020 | $33,000 | +1550.0% | 700 | +2233.3% | 0.00% | – |
| Q1 2013 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q4 2012 | $1,000 | -95.0% | 30 | -93.0% | 0.00% | -100.0% |
| Q3 2012 | $20,000 | +17.6% | 430 | +7.5% | 0.00% | 0.0% |
| Q2 2012 | $17,000 | 0.0% | 400 | -11.1% | 0.00% | 0.0% |
| Q3 2011 | $17,000 | -29.2% | 450 | 0.0% | 0.00% | 0.0% |
| Q2 2011 | $24,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% |
| Q1 2011 | $24,000 | +300.0% | 450 | +309.1% | 0.00% | – |
| Q3 2010 | $6,000 | +50.0% | 110 | 0.0% | 0.00% | – |
| Q2 2010 | $4,000 | – | 110 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |