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 | $18,047,026 | -0.1% | 395,353 | +1.7% | 0.03% | -18.2% |
| Q2 2023 | $18,059,581 | +1.2% | 388,749 | -0.1% | 0.03% | -25.0% |
| Q1 2023 | $17,845,062 | +5.1% | 389,312 | +0.6% | 0.04% | +2.3% |
| Q4 2022 | $16,971,905 | +12.2% | 386,953 | +1.0% | 0.04% | -46.9% |
| Q3 2022 | $15,131,000 | -10.7% | 383,176 | +0.8% | 0.08% | +5.2% |
| Q2 2022 | $16,951,000 | -13.1% | 380,253 | +3.7% | 0.08% | +32.8% |
| Q1 2022 | $19,502,000 | +2.9% | 366,669 | +2.4% | 0.06% | -10.8% |
| Q4 2021 | $18,954,000 | – | 357,922 | – | 0.06% | – |
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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% |