WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 150 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,043,487 | +53.8% | 22,557 | +54.7% | 0.00% | 0.0% |
| Q2 2023 | $678,500 | -6.4% | 14,582 | -7.9% | 0.00% | 0.0% |
| Q1 2023 | $724,764 | +13.7% | 15,828 | +9.3% | 0.00% | 0.0% |
| Q4 2022 | $637,283 | +12.6% | 14,487 | +2.0% | 0.00% | 0.0% |
| Q3 2022 | $566,000 | -8.4% | 14,205 | +2.5% | 0.00% | 0.0% |
| Q2 2022 | $618,000 | +41.7% | 13,853 | +69.5% | 0.00% | – |
| Q1 2022 | $436,000 | +0.9% | 8,171 | 0.0% | 0.00% | – |
| Q4 2021 | $432,000 | -60.8% | 8,171 | -60.3% | 0.00% | -100.0% |
| Q3 2021 | $1,102,000 | +140.6% | 20,607 | +145.2% | 0.00% | – |
| Q2 2021 | $458,000 | +16.2% | 8,405 | +9.5% | 0.00% | – |
| Q1 2021 | $394,000 | +5.6% | 7,674 | -1.7% | 0.00% | – |
| Q4 2020 | $373,000 | +18.8% | 7,809 | +3.0% | 0.00% | – |
| Q3 2020 | $314,000 | -9.2% | 7,583 | -14.4% | 0.00% | – |
| Q2 2020 | $346,000 | -55.1% | 8,860 | -62.1% | 0.00% | -100.0% |
| Q1 2020 | $771,000 | -78.1% | 23,357 | -68.3% | 0.00% | -75.0% |
| Q4 2019 | $3,526,000 | -3.6% | 73,733 | -10.7% | 0.00% | -20.0% |
| Q3 2019 | $3,656,000 | +24.2% | 82,524 | +32.0% | 0.01% | +25.0% |
| Q2 2019 | $2,943,000 | +250.4% | 62,532 | +250.6% | 0.00% | +300.0% |
| Q1 2019 | $840,000 | +8.5% | 17,838 | -3.4% | 0.00% | 0.0% |
| Q4 2018 | $774,000 | -32.6% | 18,468 | -26.6% | 0.00% | -50.0% |
| Q3 2018 | $1,149,000 | -9.7% | 25,166 | -5.6% | 0.00% | 0.0% |
| Q2 2018 | $1,272,000 | -36.1% | 26,673 | -27.6% | 0.00% | -50.0% |
| Q1 2018 | $1,991,000 | -12.8% | 36,845 | -15.9% | 0.00% | 0.0% |
| Q4 2017 | $2,284,000 | +13.5% | 43,792 | +6.7% | 0.00% | 0.0% |
| Q3 2017 | $2,013,000 | +20.8% | 41,061 | +12.7% | 0.00% | 0.0% |
| Q2 2017 | $1,667,000 | +31.8% | 36,447 | +29.3% | 0.00% | +33.3% |
| Q1 2017 | $1,265,000 | +18.3% | 28,183 | +3.1% | 0.00% | 0.0% |
| Q4 2016 | $1,069,000 | -8.0% | 27,334 | -1.8% | 0.00% | 0.0% |
| Q3 2016 | $1,162,000 | +218.4% | 27,839 | +195.8% | 0.00% | +200.0% |
| Q2 2016 | $365,000 | -17.0% | 9,411 | -19.2% | 0.00% | 0.0% |
| Q1 2016 | $440,000 | -2.7% | 11,645 | -9.7% | 0.00% | -50.0% |
| Q4 2015 | $452,000 | -31.5% | 12,902 | -30.4% | 0.00% | -33.3% |
| Q3 2015 | $660,000 | -18.2% | 18,537 | -0.3% | 0.00% | 0.0% |
| Q2 2015 | $807,000 | +0.6% | 18,591 | +2.5% | 0.00% | -25.0% |
| Q1 2015 | $802,000 | -2.0% | 18,144 | -4.2% | 0.00% | 0.0% |
| Q4 2014 | $818,000 | -16.0% | 18,946 | -10.1% | 0.00% | -33.3% |
| Q3 2014 | $974,000 | +17.3% | 21,067 | +21.8% | 0.01% | +20.0% |
| Q2 2014 | $830,000 | +3.5% | 17,290 | +0.6% | 0.01% | 0.0% |
| Q1 2014 | $802,000 | +15.9% | 17,195 | +14.5% | 0.01% | 0.0% |
| Q4 2013 | $692,000 | +9.5% | 15,021 | +10.8% | 0.01% | 0.0% |
| Q3 2013 | $632,000 | -20.9% | 13,557 | -21.9% | 0.01% | -37.5% |
| Q2 2013 | $799,000 | – | 17,351 | – | 0.01% | – |
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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% |