WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 186 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10 | 0.0% | 212 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10 | 0.0% | 212 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10 | +11.1% | 212 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9 | -99.9% | 212 | -47.5% | 0.00% | -33.3% |
| Q3 2022 | $16,000 | -11.1% | 404 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $18,000 | -18.2% | 404 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | +4.8% | 404 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | -4.5% | 404 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 404 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | +266.7% | 404 | +284.8% | 0.00% | +100.0% |
| Q1 2018 | $6,000 | +20.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | +66.7% | 105 | +75.0% | 0.00% | +100.0% |
| Q2 2017 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | – | 60 | – | 0.00% | – |
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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% |