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 | $17,133,918 | +1.1% | 370,383 | +1.7% | 0.64% | +4.6% |
| Q2 2023 | $16,943,900 | +3.0% | 364,150 | +1.3% | 0.61% | -4.7% |
| Q1 2023 | $16,453,218 | +6.8% | 359,319 | +2.6% | 0.64% | +3.9% |
| Q4 2022 | $15,412,468 | +12.4% | 350,363 | +1.7% | 0.62% | +3.9% |
| Q3 2022 | $13,716,000 | -10.9% | 344,453 | -0.1% | 0.60% | -10.1% |
| Q2 2022 | $15,393,000 | -17.0% | 344,823 | -0.9% | 0.66% | -5.8% |
| Q1 2022 | $18,542,000 | -0.0% | 347,883 | -0.7% | 0.70% | +4.3% |
| Q4 2021 | $18,547,000 | -2.4% | 350,468 | -1.4% | 0.68% | -12.8% |
| Q3 2021 | $19,000,000 | -0.8% | 355,268 | +1.0% | 0.77% | 0.0% |
| Q2 2021 | $19,155,000 | +8.2% | 351,600 | +1.9% | 0.77% | -0.5% |
| Q1 2021 | $17,702,000 | +7.2% | 345,137 | -0.2% | 0.78% | +3.7% |
| Q4 2020 | $16,507,000 | +16.6% | 345,908 | +1.0% | 0.75% | +8.9% |
| Q3 2020 | $14,157,000 | +6.8% | 342,374 | +0.7% | 0.69% | -3.4% |
| Q2 2020 | $13,259,000 | +27.5% | 339,898 | +8.0% | 0.71% | +6.7% |
| Q1 2020 | $10,397,000 | -32.5% | 314,789 | -2.2% | 0.67% | -20.9% |
| Q4 2019 | $15,397,000 | +8.4% | 321,971 | +0.4% | 0.84% | +4.5% |
| Q3 2019 | $14,207,000 | -5.8% | 320,689 | +0.0% | 0.81% | -7.3% |
| Q2 2019 | $15,082,000 | +0.2% | 320,546 | +0.4% | 0.87% | -4.7% |
| Q1 2019 | $15,045,000 | +16.8% | 319,352 | +3.9% | 0.92% | +2.6% |
| Q4 2018 | $12,880,000 | – | 307,476 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |