WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 3.96 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,134 | +2.2% | 24,511 | +2.7% | 0.09% | +9.4% |
| Q2 2023 | $1,110 | +3.2% | 23,869 | +1.6% | 0.08% | -1.2% |
| Q1 2023 | $1,076 | +4.1% | 23,500 | -0.0% | 0.09% | 0.0% |
| Q4 2022 | $1,034 | -99.9% | 23,505 | -0.6% | 0.09% | +2.4% |
| Q3 2022 | $942,000 | -9.1% | 23,650 | +1.9% | 0.08% | -3.4% |
| Q2 2022 | $1,036,000 | -16.9% | 23,206 | -0.8% | 0.09% | -2.2% |
| Q1 2022 | $1,247,000 | +1.8% | 23,403 | +1.1% | 0.09% | +11.2% |
| Q4 2021 | $1,225,000 | -1.8% | 23,153 | -0.7% | 0.08% | -11.1% |
| Q3 2021 | $1,247,000 | -3.4% | 23,313 | -1.6% | 0.09% | -2.2% |
| Q2 2021 | $1,291,000 | +6.2% | 23,693 | -0.1% | 0.09% | +1.1% |
| Q1 2021 | $1,216,000 | +5.4% | 23,721 | -1.9% | 0.09% | +2.2% |
| Q4 2020 | $1,154,000 | +3.4% | 24,187 | -10.4% | 0.09% | -11.9% |
| Q3 2020 | $1,116,000 | -0.9% | 27,001 | -6.5% | 0.10% | -7.3% |
| Q2 2020 | $1,126,000 | +16.7% | 28,869 | -1.2% | 0.11% | -4.4% |
| Q1 2020 | $965,000 | -30.0% | 29,228 | +1.4% | 0.11% | -13.0% |
| Q4 2019 | $1,379,000 | +8.4% | 28,833 | +0.4% | 0.13% | -0.8% |
| Q3 2019 | $1,272,000 | -10.4% | 28,708 | -4.8% | 0.13% | -10.2% |
| Q2 2019 | $1,419,000 | 0.0% | 30,168 | +0.2% | 0.15% | -3.9% |
| Q1 2019 | $1,419,000 | +14.1% | 30,118 | +1.5% | 0.15% | -1.3% |
| Q4 2018 | $1,244,000 | -9.0% | 29,685 | -0.9% | 0.16% | +7.6% |
| Q3 2018 | $1,367,000 | -3.8% | 29,942 | +0.5% | 0.14% | -10.6% |
| Q2 2018 | $1,421,000 | -12.8% | 29,787 | -1.2% | 0.16% | -13.4% |
| Q1 2018 | $1,629,000 | +7.0% | 30,141 | +3.3% | 0.19% | +11.4% |
| Q4 2017 | $1,522,000 | +8.7% | 29,178 | +2.2% | 0.17% | +5.0% |
| Q3 2017 | $1,400,000 | +17.0% | 28,559 | +9.2% | 0.16% | +12.0% |
| Q2 2017 | $1,197,000 | -5.0% | 26,162 | -6.8% | 0.14% | -8.4% |
| Q1 2017 | $1,260,000 | +8.8% | 28,065 | -5.3% | 0.16% | +3.3% |
| Q4 2016 | $1,158,000 | +1.8% | 29,621 | +8.7% | 0.15% | +2.0% |
| Q3 2016 | $1,137,000 | +7.3% | 27,239 | -0.4% | 0.15% | +7.3% |
| Q2 2016 | $1,060,000 | +8.7% | 27,359 | +6.0% | 0.14% | +7.0% |
| Q1 2016 | $975,000 | +3.7% | 25,805 | -3.7% | 0.13% | -0.8% |
| Q4 2015 | $940,000 | – | 26,805 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |