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 | $862 | +7.3% | 18,624 | +8.0% | 0.01% | +25.0% |
| Q2 2023 | $803 | -6.5% | 17,252 | -8.0% | 0.00% | -33.3% |
| Q1 2023 | $859 | +5.1% | 18,761 | +1.0% | 0.01% | +20.0% |
| Q4 2022 | $817 | -99.9% | 18,569 | +15.3% | 0.01% | 0.0% |
| Q3 2022 | $641,000 | -7.8% | 16,105 | +3.4% | 0.01% | 0.0% |
| Q2 2022 | $695,000 | -24.5% | 15,580 | -9.8% | 0.01% | -16.7% |
| Q1 2022 | $920,000 | -51.9% | 17,266 | -52.2% | 0.01% | -57.1% |
| Q4 2021 | $1,911,000 | +4.0% | 36,108 | +5.1% | 0.01% | -6.7% |
| Q3 2021 | $1,838,000 | -19.3% | 34,361 | -17.8% | 0.02% | -21.1% |
| Q2 2021 | $2,277,000 | +172.4% | 41,795 | +156.4% | 0.02% | +137.5% |
| Q1 2021 | $836,000 | -8.9% | 16,298 | -15.3% | 0.01% | -20.0% |
| Q4 2020 | $918,000 | -39.5% | 19,236 | -47.6% | 0.01% | -47.4% |
| Q3 2020 | $1,517,000 | +19.0% | 36,698 | +12.3% | 0.02% | +11.8% |
| Q2 2020 | $1,275,000 | +24.0% | 32,673 | +4.9% | 0.02% | -5.6% |
| Q1 2020 | $1,028,000 | -15.4% | 31,135 | +22.5% | 0.02% | +5.9% |
| Q4 2019 | $1,215,000 | -44.5% | 25,415 | -48.6% | 0.02% | -51.4% |
| Q3 2019 | $2,190,000 | +0.1% | 49,444 | +6.3% | 0.04% | +12.9% |
| Q2 2019 | $2,188,000 | +5.2% | 46,512 | +5.4% | 0.03% | -3.1% |
| Q1 2019 | $2,079,000 | +11.5% | 44,124 | -0.9% | 0.03% | -5.9% |
| Q4 2018 | $1,865,000 | +5.4% | 44,533 | +14.9% | 0.03% | +13.3% |
| Q3 2018 | $1,770,000 | +1.9% | 38,774 | +6.4% | 0.03% | -21.1% |
| Q2 2018 | $1,737,000 | -8.0% | 36,433 | +4.2% | 0.04% | -5.0% |
| Q1 2018 | $1,889,000 | +71.0% | 34,954 | +64.9% | 0.04% | +90.5% |
| Q4 2017 | $1,105,000 | +253.0% | 21,192 | +232.4% | 0.02% | +250.0% |
| Q3 2017 | $313,000 | +3.3% | 6,375 | -3.8% | 0.01% | 0.0% |
| Q2 2017 | $303,000 | – | 6,630 | – | 0.01% | – |
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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% |