WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,903,288 | +48.6% | 343,777 | +49.5% | 0.02% | +50.0% |
| Q2 2023 | $10,698,976 | +8.1% | 229,937 | +6.4% | 0.01% | 0.0% |
| Q1 2023 | $9,893,428 | +57.7% | 216,061 | +51.5% | 0.01% | +55.6% |
| Q4 2022 | $6,272,066 | +172.0% | 142,579 | +146.2% | 0.01% | +125.0% |
| Q3 2022 | $2,306,000 | +418.2% | 57,913 | +480.1% | 0.00% | +300.0% |
| Q2 2022 | $445,000 | +1.4% | 9,984 | +21.3% | 0.00% | 0.0% |
| Q1 2022 | $439,000 | -6.2% | 8,232 | -7.1% | 0.00% | 0.0% |
| Q4 2021 | $468,000 | -31.1% | 8,861 | -30.3% | 0.00% | 0.0% |
| Q3 2021 | $679,000 | -2.6% | 12,704 | -0.7% | 0.00% | 0.0% |
| Q2 2021 | $697,000 | +516.8% | 12,799 | +479.1% | 0.00% | – |
| Q1 2021 | $113,000 | +189.7% | 2,210 | +170.5% | 0.00% | – |
| Q4 2020 | $39,000 | +11.4% | 817 | -4.4% | 0.00% | – |
| Q3 2020 | $35,000 | +84.2% | 855 | +71.3% | 0.00% | – |
| Q2 2020 | $19,000 | +5.6% | 499 | -7.4% | 0.00% | – |
| Q1 2020 | $18,000 | -5.3% | 539 | +34.8% | 0.00% | – |
| Q4 2019 | $19,000 | – | 400 | +7900.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 5 | -99.8% | 0.00% | – |
| Q2 2019 | $99,000 | 0.0% | 2,109 | 0.0% | 0.00% | – |
| Q1 2019 | $99,000 | +12.5% | 2,109 | 0.0% | 0.00% | – |
| Q4 2018 | $88,000 | -8.3% | 2,109 | 0.0% | 0.00% | – |
| Q3 2018 | $96,000 | -5.0% | 2,109 | 0.0% | 0.00% | -100.0% |
| Q2 2018 | $101,000 | -34.4% | 2,109 | -26.0% | 0.00% | 0.0% |
| Q1 2018 | $154,000 | -70.5% | 2,850 | -71.5% | 0.00% | -66.7% |
| Q4 2017 | $522,000 | +6.5% | 10,005 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $490,000 | +5.2% | 10,005 | -1.9% | 0.00% | 0.0% |
| Q2 2017 | $466,000 | +16.8% | 10,197 | +14.6% | 0.00% | 0.0% |
| Q1 2017 | $399,000 | +13200.0% | 8,896 | +8885.9% | 0.00% | – |
| Q4 2015 | $3,000 | -85.7% | 99 | -76.9% | 0.00% | -100.0% |
| Q2 2014 | $21,000 | -30.0% | 429 | -33.7% | 0.00% | 0.0% |
| Q1 2014 | $30,000 | -79.9% | 647 | -79.7% | 0.00% | -87.5% |
| Q3 2013 | $149,000 | – | 3,190 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 296,643 | $11,812,000 | 6.73% |
| Aprio Wealth Management, LLC | 388,403 | $15,466,000 | 6.21% |
| Financial Planning & Information Services, Inc. | 496,372 | $19,766,000 | 4.79% |
| WADDELL & ASSOCIATES, LLC | 586,445 | $23,352,000 | 4.52% |
| Great Point Wealth Advisors, LLC | 295,494 | $11,767,000 | 4.39% |
| Shore Point Advisors, LLC | 97,247 | $3,872,000 | 3.78% |
| Neumann Capital Management, LLC | 165,401 | $6,586,000 | 3.39% |
| Baker Ellis Asset Management LLC | 220,971 | $8,799,000 | 1.92% |
| Creative Planning | 26,884,747 | $1,070,551,000 | 1.85% |
| Tacita Capital Inc | 55,200 | $2,198,000 | 1.70% |