WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $926 | -22.8% | 19,900 | -24.1% | 0.00% | -50.0% |
Q1 2023 | $1,200 | -34.0% | 26,203 | -36.6% | 0.00% | 0.0% |
Q4 2022 | $1,817 | -99.8% | 41,300 | +98.6% | 0.00% | +100.0% |
Q3 2022 | $828,000 | -10.4% | 20,800 | +0.5% | 0.00% | 0.0% |
Q2 2022 | $924,000 | -1.9% | 20,700 | +16.3% | 0.00% | 0.0% |
Q4 2021 | $942,000 | -41.1% | 17,800 | -40.5% | 0.00% | -50.0% |
Q3 2021 | $1,599,000 | +43.2% | 29,900 | +45.9% | 0.00% | +100.0% |
Q2 2021 | $1,117,000 | -57.7% | 20,497 | -60.2% | 0.00% | -66.7% |
Q1 2021 | $2,641,000 | +508.5% | 51,500 | +465.9% | 0.00% | – |
Q4 2020 | $434,000 | -0.9% | 9,100 | -14.2% | 0.00% | – |
Q3 2020 | $438,000 | -70.0% | 10,600 | -65.3% | 0.00% | -100.0% |
Q4 2019 | $1,462,000 | +27.6% | 30,564 | +44.2% | 0.00% | 0.0% |
Q2 2018 | $1,146,000 | 0.0% | 21,200 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $1,146,000 | +131.5% | 21,200 | +123.2% | 0.00% | 0.0% |
Q4 2017 | $495,000 | – | 9,500 | – | 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% |