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 | $26,536 | +17.1% | 574 | +17.9% | 0.00% | 0.0% |
| Q2 2023 | $22,666 | +1.4% | 487 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $22,354 | -18.3% | 488 | -21.5% | 0.00% | -50.0% |
| Q4 2022 | $27,349 | +36.7% | 622 | +38.5% | 0.00% | +100.0% |
| Q3 2022 | $20,000 | 0.0% | 449 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $20,000 | -16.7% | 449 | +1.1% | 0.00% | 0.0% |
| Q4 2021 | $24,000 | -61.9% | 444 | -62.6% | 0.00% | -50.0% |
| Q3 2021 | $63,000 | +1.6% | 1,186 | +5.0% | 0.00% | 0.0% |
| Q2 2021 | $62,000 | +8.8% | 1,130 | +1.9% | 0.00% | 0.0% |
| Q1 2021 | $57,000 | – | 1,109 | – | 0.00% | – |
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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% |