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 | $1,204,839 | -2.2% | 26,044 | -1.6% | 0.00% | 0.0% |
| Q2 2023 | $1,231,392 | +2.9% | 26,469 | +1.3% | 0.00% | 0.0% |
| Q1 2023 | $1,196,836 | +4.9% | 26,137 | +0.8% | 0.00% | 0.0% |
| Q4 2022 | $1,141,119 | +21.1% | 25,939 | +9.7% | 0.00% | 0.0% |
| Q3 2022 | $942,000 | -9.1% | 23,647 | +1.9% | 0.00% | 0.0% |
| Q2 2022 | $1,036,000 | -4.3% | 23,199 | +14.2% | 0.00% | +100.0% |
| Q1 2022 | $1,083,000 | +6.0% | 20,308 | +5.2% | 0.00% | 0.0% |
| Q4 2021 | $1,022,000 | -0.8% | 19,311 | +0.3% | 0.00% | -50.0% |
| Q3 2021 | $1,030,000 | -8.5% | 19,258 | -6.8% | 0.00% | 0.0% |
| Q2 2021 | $1,126,000 | +24.4% | 20,668 | +17.1% | 0.00% | +100.0% |
| Q1 2021 | $905,000 | +3.4% | 17,654 | -3.7% | 0.00% | -50.0% |
| Q4 2020 | $875,000 | -33.0% | 18,336 | -41.9% | 0.00% | -33.3% |
| Q3 2020 | $1,305,000 | +15.7% | 31,550 | +9.1% | 0.00% | 0.0% |
| Q2 2020 | $1,128,000 | +19.4% | 28,906 | +0.7% | 0.00% | 0.0% |
| Q1 2020 | $945,000 | -29.3% | 28,711 | +2.9% | 0.00% | 0.0% |
| Q4 2019 | $1,336,000 | +13.1% | 27,901 | +5.0% | 0.00% | 0.0% |
| Q3 2019 | $1,181,000 | +6.2% | 26,568 | +12.7% | 0.00% | 0.0% |
| Q2 2019 | $1,112,000 | -7.8% | 23,569 | -7.7% | 0.00% | 0.0% |
| Q1 2019 | $1,206,000 | +63.0% | 25,523 | +44.5% | 0.00% | +50.0% |
| Q4 2018 | $740,000 | +120.9% | 17,662 | +142.5% | 0.00% | +100.0% |
| Q3 2018 | $335,000 | -44.2% | 7,283 | -42.2% | 0.00% | -50.0% |
| Q2 2018 | $600,000 | -43.0% | 12,606 | -35.5% | 0.00% | -33.3% |
| Q1 2018 | $1,052,000 | -16.0% | 19,545 | -18.6% | 0.00% | -25.0% |
| Q4 2017 | $1,253,000 | +44.7% | 24,023 | +36.8% | 0.00% | +33.3% |
| Q3 2017 | $866,000 | +1.6% | 17,558 | -4.9% | 0.00% | 0.0% |
| Q2 2017 | $852,000 | +24.0% | 18,458 | +21.4% | 0.00% | 0.0% |
| Q1 2017 | $687,000 | +46.5% | 15,206 | +25.6% | 0.00% | +50.0% |
| Q4 2016 | $469,000 | +31.4% | 12,104 | +42.1% | 0.00% | 0.0% |
| Q3 2016 | $357,000 | -3.3% | 8,519 | -10.5% | 0.00% | 0.0% |
| Q2 2016 | $369,000 | -6.8% | 9,514 | -9.3% | 0.00% | 0.0% |
| Q1 2016 | $396,000 | +89.5% | 10,489 | +121.8% | 0.00% | +100.0% |
| Q1 2015 | $209,000 | -40.1% | 4,728 | -41.5% | 0.00% | -50.0% |
| Q4 2014 | $349,000 | -3.6% | 8,076 | +3.2% | 0.00% | -33.3% |
| Q3 2014 | $362,000 | -6.7% | 7,825 | -3.4% | 0.00% | 0.0% |
| Q2 2014 | $388,000 | +1.6% | 8,097 | -1.2% | 0.00% | -25.0% |
| Q1 2014 | $382,000 | – | 8,192 | – | 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% |