WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 223 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,347,000 | +6.3% | 48,873 | -1.9% | 0.02% | 0.0% |
| Q3 2019 | $2,207,000 | -17.5% | 49,814 | -12.2% | 0.02% | -21.1% |
| Q2 2019 | $2,676,000 | -0.5% | 56,759 | +0.8% | 0.02% | -9.5% |
| Q1 2019 | $2,689,000 | +7.1% | 56,321 | -4.7% | 0.02% | -8.7% |
| Q4 2018 | $2,510,000 | +253.5% | 59,072 | +280.2% | 0.02% | +283.3% |
| Q3 2018 | $710,000 | -39.3% | 15,537 | -28.2% | 0.01% | -45.5% |
| Q2 2018 | $1,169,000 | 0.0% | 21,651 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,169,000 | +8.3% | 21,651 | +4.6% | 0.01% | +10.0% |
| Q4 2017 | $1,079,000 | +19.0% | 20,695 | +11.9% | 0.01% | 0.0% |
| Q3 2017 | $907,000 | +22.4% | 18,501 | +14.2% | 0.01% | +11.1% |
| Q2 2017 | $741,000 | +25.6% | 16,197 | +23.3% | 0.01% | +28.6% |
| Q1 2017 | $590,000 | +12.8% | 13,131 | -1.9% | 0.01% | 0.0% |
| Q4 2016 | $523,000 | -5.3% | 13,381 | +1.2% | 0.01% | -12.5% |
| Q3 2016 | $552,000 | +5.7% | 13,219 | -1.9% | 0.01% | 0.0% |
| Q2 2016 | $522,000 | -16.7% | 13,477 | -18.8% | 0.01% | -27.3% |
| Q1 2016 | $627,000 | -11.1% | 16,598 | -17.5% | 0.01% | -15.4% |
| Q4 2015 | $705,000 | -11.1% | 20,113 | -9.7% | 0.01% | -18.8% |
| Q3 2015 | $793,000 | -24.3% | 22,273 | -7.8% | 0.02% | -15.8% |
| Q2 2015 | $1,048,000 | -5.9% | 24,163 | -4.2% | 0.02% | -9.5% |
| Q1 2015 | $1,114,000 | +6.3% | 25,210 | +3.8% | 0.02% | -8.7% |
| Q4 2014 | $1,048,000 | -28.5% | 24,282 | -23.4% | 0.02% | -42.5% |
| Q3 2014 | $1,465,000 | -8.8% | 31,691 | -5.3% | 0.04% | -9.1% |
| Q2 2014 | $1,607,000 | -5.2% | 33,480 | -7.9% | 0.04% | -10.2% |
| Q1 2014 | $1,695,000 | +12.6% | 36,369 | +11.4% | 0.05% | +6.5% |
| Q4 2013 | $1,505,000 | -17.1% | 32,655 | -16.1% | 0.05% | -25.8% |
| Q3 2013 | $1,816,000 | +36.3% | 38,929 | +34.6% | 0.06% | +29.2% |
| Q2 2013 | $1,332,000 | – | 28,922 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 823,197 | $42,345,232 | 5.31% |
| Laurel Wealth Planning LLC | 129,154 | $6,644 | 4.62% |
| Shore Point Advisors, LLC | 117,616 | $6,050,346 | 3.44% |
| Neumann Capital Management, LLC | 170,023 | $8,745,983 | 3.00% |
| Financial Planning & Information Services, Inc. | 375,434 | $19,312,337 | 2.95% |
| O'Connor Financial Group LLC | 95,125 | $4,893,242 | 2.85% |
| MFA WEALTH ADVISORS, LLC | 235,134 | $12,095,295 | 2.64% |
| BKM Wealth Management, LLC | 77,861 | $4,005,150 | 1.93% |
| INVENIO WEALTH PARTNERS LLC | 68,355 | $3,516,182 | 1.74% |
| Marathon Strategic Advisors, LLC | 26,357 | $1,355,804 | 1.58% |