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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,103,256 | +1.5% | 371,370 | +0.4% | 0.61% | +1.5% |
| Q1 2024 | $18,819,014 | +3.9% | 370,016 | +2.0% | 0.60% | -2.1% |
| Q4 2023 | $18,107,532 | +5.7% | 362,731 | -2.1% | 0.61% | -4.5% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
| Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
| Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
| Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
| Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
| MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
| O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
| Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
| Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |