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 | $34,823 | -5.3% | 790 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $36,759 | -5.4% | 790 | -6.9% | 0.00% | 0.0% |
| Q1 2023 | $38,876 | -84.6% | 849 | -88.9% | 0.00% | -85.7% |
| Q1 2020 | $253,000 | -32.4% | 7,669 | -1.9% | 0.01% | -12.5% |
| Q4 2019 | $374,000 | -50.2% | 7,819 | -53.9% | 0.01% | -55.6% |
| Q3 2019 | $751,000 | -39.2% | 16,952 | -35.4% | 0.02% | -40.0% |
| Q2 2019 | $1,235,000 | -8.4% | 26,248 | -8.3% | 0.03% | -6.2% |
| Q1 2019 | $1,348,000 | -14.4% | 28,622 | -23.9% | 0.03% | -28.9% |
| Q4 2018 | $1,575,000 | -22.6% | 37,611 | -15.6% | 0.04% | -11.8% |
| Q3 2018 | $2,036,000 | -4.5% | 44,582 | -0.3% | 0.05% | -10.5% |
| Q2 2018 | $2,133,000 | -18.1% | 44,720 | -7.2% | 0.06% | -23.0% |
| Q1 2018 | $2,604,000 | +4.9% | 48,179 | +1.2% | 0.07% | +8.8% |
| Q4 2017 | $2,483,000 | +13.8% | 47,619 | +7.0% | 0.07% | +7.9% |
| Q3 2017 | $2,182,000 | +5.6% | 44,501 | -1.5% | 0.06% | -3.1% |
| Q2 2017 | $2,066,000 | +2.2% | 45,162 | +0.2% | 0.06% | +3.2% |
| Q1 2017 | $2,022,000 | +15.7% | 45,052 | +0.8% | 0.06% | +8.6% |
| Q4 2016 | $1,748,000 | -3.2% | 44,712 | +3.4% | 0.06% | -3.3% |
| Q3 2016 | $1,806,000 | +6.4% | 43,251 | -1.3% | 0.06% | 0.0% |
| Q2 2016 | $1,697,000 | -4.1% | 43,805 | -6.5% | 0.06% | -6.2% |
| Q1 2016 | $1,770,000 | -6.0% | 46,852 | -12.7% | 0.06% | -5.9% |
| Q4 2015 | $1,882,000 | -35.2% | 53,695 | -34.2% | 0.07% | -37.6% |
| Q3 2015 | $2,906,000 | -38.1% | 81,631 | -24.6% | 0.11% | -31.4% |
| Q2 2015 | $4,697,000 | -4.6% | 108,247 | -2.7% | 0.16% | -4.2% |
| Q1 2015 | $4,921,000 | -77.2% | 111,253 | -77.7% | 0.17% | -77.7% |
| Q4 2014 | $21,558,000 | -9.6% | 499,513 | -3.2% | 0.74% | -6.6% |
| Q3 2014 | $23,843,000 | -5.6% | 515,864 | -2.0% | 0.80% | -1.7% |
| Q2 2014 | $25,268,000 | +30.1% | 526,636 | +26.3% | 0.81% | +25.9% |
| Q1 2014 | $19,428,000 | +1.1% | 416,810 | -0.1% | 0.64% | 0.0% |
| Q4 2013 | $19,224,000 | +4.8% | 417,107 | +6.0% | 0.64% | -3.3% |
| Q3 2013 | $18,352,000 | +6.7% | 393,400 | +5.3% | 0.67% | +2.5% |
| Q2 2013 | $17,205,000 | – | 373,700 | – | 0.65% | – |
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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% |