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 | $1,280,986 | -1.1% | 27,691 | -0.5% | 0.13% | +5.0% |
| Q2 2023 | $1,295,069 | -66.0% | 27,833 | -66.6% | 0.12% | -65.4% |
| Q1 2023 | $3,811,972 | -6.0% | 83,249 | -9.7% | 0.35% | -7.2% |
| Q4 2022 | $4,055,614 | +17.6% | 92,194 | +6.4% | 0.37% | +13.0% |
| Q3 2022 | $3,450,000 | -9.2% | 86,643 | +1.8% | 0.33% | -2.9% |
| Q2 2022 | $3,801,000 | -14.5% | 85,151 | +2.1% | 0.34% | -3.4% |
| Q1 2022 | $4,444,000 | +1.6% | 83,374 | +0.8% | 0.35% | +5.7% |
| Q4 2021 | $4,376,000 | +2.7% | 82,694 | +3.8% | 0.33% | -2.3% |
| Q3 2021 | $4,259,000 | -3.7% | 79,635 | -1.9% | 0.34% | -2.6% |
| Q2 2021 | $4,423,000 | -1.6% | 81,194 | -7.3% | 0.35% | -6.1% |
| Q1 2021 | $4,493,000 | -7.5% | 87,607 | -13.9% | 0.37% | -15.2% |
| Q4 2020 | $4,855,000 | +21.8% | 101,747 | +5.5% | 0.44% | +10.8% |
| Q3 2020 | $3,986,000 | +2.3% | 96,403 | -3.5% | 0.40% | -1.2% |
| Q2 2020 | $3,898,000 | -3.6% | 99,929 | -18.4% | 0.40% | -16.7% |
| Q1 2020 | $4,043,000 | -31.5% | 122,401 | -0.8% | 0.48% | -13.1% |
| Q4 2019 | $5,902,000 | +5.8% | 123,420 | -2.0% | 0.56% | +1.8% |
| Q3 2019 | $5,577,000 | -19.5% | 125,888 | -14.5% | 0.55% | -20.0% |
| Q2 2019 | $6,929,000 | +0.8% | 147,272 | +1.0% | 0.68% | -2.0% |
| Q1 2019 | $6,872,000 | +45.2% | 145,854 | +29.1% | 0.70% | +29.7% |
| Q4 2018 | $4,733,000 | +9.1% | 112,994 | +18.9% | 0.54% | +24.0% |
| Q3 2018 | $4,339,000 | +4.7% | 95,060 | +9.4% | 0.43% | -10.9% |
| Q2 2018 | $4,145,000 | -12.2% | 86,920 | -0.6% | 0.49% | -4.5% |
| Q1 2018 | $4,723,000 | +3.2% | 87,407 | -0.4% | 0.51% | +1.6% |
| Q4 2017 | $4,576,000 | +20.8% | 87,738 | +13.5% | 0.50% | +15.9% |
| Q3 2017 | $3,789,000 | +6.9% | 77,282 | -0.3% | 0.43% | +5.1% |
| Q2 2017 | $3,545,000 | +4.4% | 77,496 | +2.4% | 0.41% | +0.7% |
| Q1 2017 | $3,397,000 | +13.8% | 75,694 | -0.8% | 0.41% | +3.5% |
| Q4 2016 | $2,984,000 | -6.2% | 76,291 | +0.2% | 0.40% | +1.0% |
| Q3 2016 | $3,180,000 | +21.5% | 76,159 | +12.7% | 0.39% | +15.7% |
| Q2 2016 | $2,618,000 | – | 67,575 | – | 0.34% | – |
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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% |