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 | $250,932 | -16.0% | 5,424 | -15.5% | 0.00% | 0.0% |
| Q2 2023 | $298,617 | +2.6% | 6,418 | +0.9% | 0.00% | -25.0% |
| Q1 2023 | $291,132 | +6.7% | 6,358 | +2.5% | 0.00% | 0.0% |
| Q4 2022 | $272,905 | -20.9% | 6,204 | -28.4% | 0.00% | -20.0% |
| Q3 2022 | $345,000 | -16.3% | 8,668 | -6.0% | 0.01% | -16.7% |
| Q2 2022 | $412,000 | -37.4% | 9,219 | -25.3% | 0.01% | -33.3% |
| Q1 2022 | $658,000 | +2.7% | 12,346 | +1.9% | 0.01% | -10.0% |
| Q4 2021 | $641,000 | -0.2% | 12,121 | +0.9% | 0.01% | -9.1% |
| Q3 2021 | $642,000 | +9.7% | 12,010 | +11.8% | 0.01% | 0.0% |
| Q2 2021 | $585,000 | +9.3% | 10,738 | +3.2% | 0.01% | 0.0% |
| Q1 2021 | $535,000 | -11.4% | 10,402 | -17.9% | 0.01% | -21.4% |
| Q4 2020 | $604,000 | -89.7% | 12,671 | -91.1% | 0.01% | -85.1% |
| Q3 2020 | $5,863,000 | -22.5% | 141,924 | -26.9% | 0.09% | -56.9% |
| Q2 2020 | $7,567,000 | +154.2% | 194,167 | +114.7% | 0.22% | +144.9% |
| Q1 2020 | $2,977,000 | -56.2% | 90,439 | -36.3% | 0.09% | -43.7% |
| Q4 2019 | $6,800,000 | – | 142,004 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |