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 | ||||
---|---|---|---|---|---|---|
Q1 2016 | $337,000,000 | -10.1% | 8,930 | -16.4% | 0.00% | -50.0% |
Q4 2015 | $375,000,000 | +90044.2% | 10,679 | -8.7% | 0.00% | 0.0% |
Q3 2015 | $416,000 | -99.9% | 11,691 | -7.1% | 0.00% | 0.0% |
Q2 2015 | $545,781,000 | -11.2% | 12,579 | -9.4% | 0.00% | -33.3% |
Q1 2015 | $614,333,000 | -7.3% | 13,890 | -9.5% | 0.00% | 0.0% |
Q4 2014 | $662,765,000 | -13.4% | 15,356 | -7.3% | 0.00% | 0.0% |
Q3 2014 | $765,534,000 | -0.5% | 16,563 | +3.3% | 0.00% | 0.0% |
Q2 2014 | $769,351,000 | -2.5% | 16,035 | -5.2% | 0.00% | -25.0% |
Q1 2014 | $788,744,000 | +26.1% | 16,922 | +24.7% | 0.00% | +33.3% |
Q4 2013 | $625,370,000 | +29.6% | 13,568 | +31.2% | 0.00% | 0.0% |
Q3 2013 | $482,393,000 | -35.4% | 10,341 | -36.2% | 0.00% | -25.0% |
Q2 2013 | $746,414,000 | – | 16,212 | – | 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% |