WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 193 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,741 | -19.7% | 5,681 | -19.2% | 0.01% | -18.2% |
| Q2 2023 | $327,124 | +0.3% | 7,032 | -1.2% | 0.01% | -8.3% |
| Q1 2023 | $326,018 | +4.1% | 7,120 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $313,131 | +10.3% | 7,120 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $284,000 | -9.6% | 7,120 | +1.4% | 0.01% | -7.7% |
| Q2 2022 | $314,000 | -16.3% | 7,020 | 0.0% | 0.01% | -7.1% |
| Q1 2022 | $375,000 | +7.1% | 7,020 | +6.2% | 0.01% | +7.7% |
| Q4 2021 | $350,000 | -1.1% | 6,612 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $354,000 | -1.7% | 6,612 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $360,000 | +3.4% | 6,612 | -2.5% | 0.02% | -6.2% |
| Q1 2021 | $348,000 | +1.8% | 6,781 | -5.2% | 0.02% | -5.9% |
| Q4 2020 | $342,000 | +15.5% | 7,156 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $296,000 | -3.6% | 7,156 | -9.0% | 0.02% | -10.5% |
| Q2 2020 | $307,000 | +32.9% | 7,860 | +12.5% | 0.02% | +5.6% |
| Q1 2020 | $231,000 | -30.8% | 6,984 | +0.1% | 0.02% | -14.3% |
| Q4 2019 | $334,000 | +14.4% | 6,977 | +5.8% | 0.02% | +5.0% |
| Q3 2019 | $292,000 | -5.8% | 6,592 | 0.0% | 0.02% | -9.1% |
| Q2 2019 | $310,000 | -2.5% | 6,592 | -2.5% | 0.02% | -4.3% |
| Q1 2019 | $318,000 | +12.4% | 6,761 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $283,000 | -10.2% | 6,761 | -2.0% | 0.02% | 0.0% |
| Q3 2018 | $315,000 | -5.7% | 6,899 | -1.4% | 0.02% | -11.5% |
| Q2 2018 | $334,000 | -32.1% | 6,996 | -23.2% | 0.03% | -35.0% |
| Q1 2018 | $492,000 | +3.6% | 9,115 | 0.0% | 0.04% | -2.4% |
| Q4 2017 | $475,000 | +8.7% | 9,115 | +2.3% | 0.04% | 0.0% |
| Q3 2017 | $437,000 | +9.2% | 8,914 | +1.9% | 0.04% | +5.1% |
| Q2 2017 | $400,000 | +2.0% | 8,746 | -0.0% | 0.04% | 0.0% |
| Q1 2017 | $392,000 | +14.6% | 8,747 | 0.0% | 0.04% | +8.3% |
| Q4 2016 | $342,000 | +4.6% | 8,747 | +11.7% | 0.04% | -2.7% |
| Q3 2016 | $327,000 | -28.3% | 7,832 | -33.4% | 0.04% | -28.8% |
| Q2 2016 | $456,000 | +4.1% | 11,766 | +1.4% | 0.05% | +2.0% |
| Q1 2016 | $438,000 | +6.8% | 11,607 | -0.9% | 0.05% | +6.2% |
| Q4 2015 | $410,000 | -63.8% | 11,707 | -63.3% | 0.05% | -65.5% |
| Q3 2015 | $1,134,000 | -36.1% | 31,860 | -22.2% | 0.14% | -29.8% |
| Q2 2015 | $1,776,000 | -1.9% | 40,932 | 0.0% | 0.20% | -1.5% |
| Q1 2015 | $1,810,000 | +22.5% | 40,932 | +19.6% | 0.20% | +21.8% |
| Q4 2014 | $1,477,000 | -26.0% | 34,228 | -20.7% | 0.16% | -27.9% |
| Q3 2014 | $1,996,000 | +20.0% | 43,187 | +24.5% | 0.23% | +22.5% |
| Q2 2014 | $1,664,000 | +7.8% | 34,690 | +4.8% | 0.19% | +3.3% |
| Q1 2014 | $1,543,000 | +41.7% | 33,097 | +40.0% | 0.18% | +38.2% |
| Q4 2013 | $1,089,000 | -68.1% | 23,637 | -67.7% | 0.13% | -71.4% |
| Q3 2013 | $3,409,000 | +25.6% | 73,068 | +23.9% | 0.46% | +17.1% |
| Q2 2013 | $2,714,000 | – | 58,959 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |