WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 182 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,000 | -100.0% | 74 | -100.0% | 0.00% | -100.0% |
| Q2 2022 | $12,636,000 | -15.4% | 283,054 | +1.0% | 4.07% | -5.9% |
| Q1 2022 | $14,939,000 | +2.5% | 280,279 | +1.8% | 4.32% | +4.9% |
| Q4 2021 | $14,577,000 | +1.9% | 275,451 | +2.9% | 4.12% | -5.4% |
| Q3 2021 | $14,312,000 | -3.1% | 267,612 | -1.2% | 4.35% | +0.6% |
| Q2 2021 | $14,764,000 | +9.7% | 270,997 | +3.3% | 4.32% | +6.0% |
| Q1 2021 | $13,454,000 | +5.8% | 262,322 | -1.5% | 4.08% | +6.1% |
| Q4 2020 | $12,715,000 | +10.7% | 266,443 | -4.0% | 3.85% | +4.9% |
| Q3 2020 | $11,481,000 | +5.3% | 277,655 | -0.7% | 3.67% | +6.0% |
| Q2 2020 | $10,902,000 | +17.8% | 279,472 | -0.2% | 3.46% | +3.0% |
| Q1 2020 | $9,254,000 | -31.2% | 280,158 | -0.3% | 3.36% | -15.0% |
| Q4 2019 | $13,442,000 | +10.1% | 281,104 | +2.0% | 3.95% | +7.2% |
| Q3 2019 | $12,214,000 | -4.6% | 275,717 | +1.4% | 3.68% | -5.3% |
| Q2 2019 | $12,798,000 | +0.1% | 272,019 | +0.2% | 3.89% | -0.8% |
| Q1 2019 | $12,784,000 | +12.3% | 271,372 | -0.2% | 3.92% | +2.9% |
| Q4 2018 | $11,388,000 | -3.2% | 271,851 | +5.4% | 3.81% | +2.5% |
| Q3 2018 | $11,769,000 | -4.2% | 257,813 | +0.1% | 3.72% | -7.1% |
| Q2 2018 | $12,283,000 | -8.3% | 257,557 | +3.9% | 4.00% | -19.3% |
| Q1 2018 | $13,399,000 | +4.3% | 247,949 | +0.7% | 4.96% | +12.8% |
| Q4 2017 | $12,846,000 | +7.6% | 246,337 | +1.1% | 4.39% | +2.4% |
| Q3 2017 | $11,943,000 | +7.4% | 243,578 | +0.2% | 4.29% | +3.7% |
| Q2 2017 | $11,116,000 | +4.4% | 242,978 | +2.4% | 4.14% | +3.8% |
| Q1 2017 | $10,651,000 | +18.1% | 237,330 | +2.9% | 3.99% | +8.6% |
| Q4 2016 | $9,016,000 | +0.2% | 230,535 | +6.9% | 3.67% | -3.1% |
| Q3 2016 | $9,001,000 | +11.4% | 215,588 | +3.4% | 3.79% | +12.3% |
| Q2 2016 | $8,077,000 | +5.1% | 208,487 | +2.5% | 3.37% | -0.7% |
| Q1 2016 | $7,685,000 | +10.7% | 203,412 | +2.7% | 3.40% | +9.2% |
| Q4 2015 | $6,941,000 | +24.0% | 197,988 | +26.0% | 3.11% | +18.5% |
| Q3 2015 | $5,597,000 | -12.2% | 157,168 | +7.0% | 2.63% | -6.0% |
| Q2 2015 | $6,376,000 | +0.6% | 146,954 | +2.6% | 2.79% | +2.6% |
| Q1 2015 | $6,337,000 | +7.5% | 143,273 | +4.9% | 2.72% | +9.0% |
| Q4 2014 | $5,895,000 | +8.0% | 136,581 | +15.7% | 2.50% | +1.7% |
| Q3 2014 | $5,456,000 | -1.2% | 118,041 | +2.5% | 2.46% | -0.6% |
| Q2 2014 | $5,525,000 | +2.1% | 115,156 | -0.8% | 2.47% | -3.1% |
| Q1 2014 | $5,411,000 | +4.8% | 116,099 | +3.6% | 2.55% | +5.6% |
| Q4 2013 | $5,164,000 | +0.9% | 112,037 | +2.1% | 2.41% | -5.9% |
| Q3 2013 | $5,119,000 | +34.9% | 109,727 | +33.1% | 2.56% | +27.6% |
| Q2 2013 | $3,794,000 | – | 82,413 | – | 2.01% | – |
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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% |