WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 171 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,152,782 | -0.6% | 284,323 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $13,229,549 | +1.6% | 284,323 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $13,019,150 | +4.1% | 284,323 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $12,507,369 | +10.5% | 284,323 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $11,322,000 | -10.8% | 284,323 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $12,692,000 | -11.2% | 284,323 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $14,296,000 | -5.0% | 284,323 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $15,046,000 | -1.1% | 284,323 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $15,206,000 | -1.8% | 284,323 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $15,490,000 | +6.2% | 284,323 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $14,583,000 | +7.5% | 284,323 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $13,568,000 | +15.4% | 284,323 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $11,757,000 | +6.0% | 284,323 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $11,091,000 | -40.9% | 284,323 | -50.0% | 0.02% | -6.2% |
| Q1 2020 | $18,782,000 | -42.5% | 568,646 | -16.8% | 0.02% | -60.0% |
| Q4 2019 | $32,683,000 | +7.9% | 683,468 | 0.0% | 0.04% | +2.6% |
| Q3 2019 | $30,278,000 | +52.9% | 683,468 | +62.4% | 0.04% | -2.5% |
| Q2 2019 | $19,803,000 | – | 420,900 | – | 0.04% | – |
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% |