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 | $108,322 | -0.6% | 2,342 | +0.0% | 0.00% | – |
| Q2 2023 | $108,942 | +2.3% | 2,341 | +0.7% | 0.00% | – |
| Q1 2023 | $106,462 | +4.1% | 2,325 | 0.0% | 0.00% | – |
| Q4 2022 | $102,277 | +5.4% | 2,325 | -4.5% | 0.00% | – |
| Q3 2022 | $97,000 | -11.0% | 2,434 | 0.0% | 0.00% | – |
| Q2 2022 | $109,000 | -19.3% | 2,434 | -3.8% | 0.00% | – |
| Q1 2022 | $135,000 | +4.7% | 2,529 | +3.9% | 0.00% | – |
| Q4 2021 | $129,000 | -5.8% | 2,434 | -4.7% | 0.00% | – |
| Q3 2021 | $137,000 | +3.0% | 2,554 | +4.5% | 0.00% | – |
| Q2 2021 | $133,000 | +6.4% | 2,444 | +0.0% | 0.00% | – |
| Q1 2021 | $125,000 | +6.8% | 2,443 | 0.0% | 0.00% | – |
| Q4 2020 | $117,000 | +15.8% | 2,443 | +0.0% | 0.00% | – |
| Q3 2020 | $101,000 | -11.4% | 2,442 | -16.3% | 0.00% | -100.0% |
| Q2 2020 | $114,000 | +5.6% | 2,917 | -10.5% | 0.00% | 0.0% |
| Q1 2020 | $108,000 | -62.8% | 3,261 | -46.1% | 0.00% | 0.0% |
| Q4 2019 | $290,000 | +4.7% | 6,055 | -3.3% | 0.00% | -50.0% |
| Q3 2019 | $277,000 | +47.3% | 6,261 | +73.1% | 0.00% | +100.0% |
| Q2 2019 | $188,000 | -49.1% | 3,617 | -49.1% | 0.00% | -50.0% |
| Q1 2019 | $369,000 | +175.4% | 7,108 | +176.0% | 0.00% | +100.0% |
| Q4 2018 | $134,000 | +9.8% | 2,575 | -3.7% | 0.00% | 0.0% |
| Q3 2018 | $122,000 | 0.0% | 2,675 | +4.9% | 0.00% | 0.0% |
| Q2 2018 | $122,000 | -12.9% | 2,550 | -1.9% | 0.00% | 0.0% |
| Q1 2018 | $140,000 | – | 2,599 | – | 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% |