WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 166 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,372 | -0.3% | 873 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $40,478 | +2.0% | 870 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $39,686 | +4.1% | 867 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $38,108 | +12.1% | 866 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $34,000 | -10.5% | 865 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $38,000 | -17.4% | 862 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $46,000 | -13.2% | 858 | -14.9% | 0.01% | 0.0% |
| Q4 2021 | $53,000 | -22.1% | 1,008 | -20.3% | 0.01% | -30.8% |
| Q3 2021 | $68,000 | -24.4% | 1,265 | -23.1% | 0.01% | -23.5% |
| Q2 2021 | $90,000 | -32.3% | 1,646 | -36.7% | 0.02% | -32.0% |
| Q1 2021 | $133,000 | -31.8% | 2,600 | -36.3% | 0.02% | -34.2% |
| Q4 2020 | $195,000 | +4.3% | 4,084 | -9.8% | 0.04% | -7.3% |
| Q3 2020 | $187,000 | -11.4% | 4,528 | -16.2% | 0.04% | -18.0% |
| Q2 2020 | $211,000 | -23.8% | 5,404 | -35.6% | 0.05% | -32.4% |
| Q1 2020 | $277,000 | -38.0% | 8,388 | -10.2% | 0.07% | -21.3% |
| Q4 2019 | $447,000 | +6.7% | 9,341 | -1.3% | 0.09% | -3.1% |
| Q3 2019 | $419,000 | -4.1% | 9,460 | +1.8% | 0.10% | -1.0% |
| Q2 2019 | $437,000 | -19.7% | 9,292 | -19.5% | 0.10% | -21.6% |
| Q1 2019 | $544,000 | +8.2% | 11,539 | -3.9% | 0.12% | -7.4% |
| Q4 2018 | $503,000 | -11.3% | 12,005 | -3.3% | 0.14% | +4.7% |
| Q3 2018 | $567,000 | -5.8% | 12,415 | -1.6% | 0.13% | -13.4% |
| Q2 2018 | $602,000 | -10.8% | 12,615 | +1.1% | 0.15% | -12.9% |
| Q1 2018 | $675,000 | +5.8% | 12,482 | +2.0% | 0.17% | +4.3% |
| Q4 2017 | $638,000 | -0.8% | 12,240 | -6.6% | 0.16% | -15.9% |
| Q3 2017 | $643,000 | +6.3% | 13,107 | -0.8% | 0.20% | +3.2% |
| Q2 2017 | $605,000 | -7.1% | 13,216 | -8.8% | 0.19% | -7.4% |
| Q1 2017 | $651,000 | +19.2% | 14,497 | +3.9% | 0.20% | +12.1% |
| Q4 2016 | $546,000 | -17.3% | 13,956 | -11.7% | 0.18% | -20.5% |
| Q3 2016 | $660,000 | +10.9% | 15,814 | +3.0% | 0.23% | +8.0% |
| Q2 2016 | $595,000 | +3.3% | 15,355 | +0.7% | 0.21% | -0.5% |
| Q1 2016 | $576,000 | +8.5% | 15,255 | +0.7% | 0.21% | +7.0% |
| Q4 2015 | $531,000 | -25.1% | 15,155 | -23.9% | 0.20% | -27.9% |
| Q3 2015 | $709,000 | -18.9% | 19,916 | -1.1% | 0.28% | -9.5% |
| Q2 2015 | $874,000 | -17.9% | 20,145 | -16.2% | 0.30% | -12.4% |
| Q1 2015 | $1,064,000 | +3.4% | 24,051 | +0.8% | 0.35% | +3.3% |
| Q4 2014 | $1,029,000 | -1.6% | 23,851 | +5.4% | 0.34% | -5.6% |
| Q3 2014 | $1,046,000 | -1.4% | 22,626 | +2.3% | 0.36% | +4.1% |
| Q2 2014 | $1,061,000 | +26.3% | 22,121 | +22.7% | 0.34% | +15.5% |
| Q1 2014 | $840,000 | +15.1% | 18,032 | +13.8% | 0.30% | +12.9% |
| Q4 2013 | $730,000 | -1.2% | 15,840 | 0.0% | 0.26% | -12.0% |
| Q3 2013 | $739,000 | +6.2% | 15,840 | +4.8% | 0.30% | +12.0% |
| Q2 2013 | $696,000 | – | 15,118 | – | 0.27% | – |
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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% |