WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 166 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,370 | -3.3% | 29,621 | -2.7% | 0.01% | 0.0% |
| Q2 2023 | $1,417 | -13.9% | 30,455 | -15.2% | 0.01% | -28.6% |
| Q1 2023 | $1,645 | +12.5% | 35,925 | +8.1% | 0.01% | +16.7% |
| Q4 2022 | $1,462 | -99.9% | 33,245 | +28.9% | 0.01% | +50.0% |
| Q3 2022 | $1,027,000 | +3.3% | 25,790 | +17.1% | 0.00% | 0.0% |
| Q2 2022 | $994,000 | -6.8% | 22,021 | +10.1% | 0.00% | -20.0% |
| Q1 2022 | $1,066,000 | +8.6% | 20,007 | +7.8% | 0.01% | +25.0% |
| Q4 2021 | $982,000 | +0.9% | 18,562 | +2.0% | 0.00% | 0.0% |
| Q3 2021 | $973,000 | -1.4% | 18,191 | +0.4% | 0.00% | 0.0% |
| Q2 2021 | $987,000 | +5.6% | 18,121 | -0.6% | 0.00% | -20.0% |
| Q1 2021 | $935,000 | +12.5% | 18,230 | +4.6% | 0.01% | +25.0% |
| Q4 2020 | $831,000 | +11.5% | 17,423 | -3.3% | 0.00% | 0.0% |
| Q3 2020 | $745,000 | +48.7% | 18,018 | +40.4% | 0.00% | +33.3% |
| Q2 2020 | $501,000 | +12.8% | 12,833 | -4.6% | 0.00% | -25.0% |
| Q1 2020 | $444,000 | -22.2% | 13,454 | +12.6% | 0.00% | 0.0% |
| Q4 2019 | $571,000 | +8.8% | 11,947 | +0.7% | 0.00% | 0.0% |
| Q3 2019 | $525,000 | +22.7% | 11,860 | +30.3% | 0.00% | +33.3% |
| Q2 2019 | $428,000 | -4.9% | 9,101 | -4.7% | 0.00% | -25.0% |
| Q1 2019 | $450,000 | +13.1% | 9,551 | +0.4% | 0.00% | 0.0% |
| Q4 2018 | $398,000 | -19.6% | 9,512 | -12.3% | 0.00% | 0.0% |
| Q3 2018 | $495,000 | -20.4% | 10,852 | -16.8% | 0.00% | -33.3% |
| Q2 2018 | $622,000 | -24.2% | 13,041 | -14.1% | 0.01% | -25.0% |
| Q1 2018 | $821,000 | +95.5% | 15,184 | +88.6% | 0.01% | +100.0% |
| Q4 2017 | $420,000 | +8.0% | 8,050 | +1.4% | 0.00% | 0.0% |
| Q3 2017 | $389,000 | +19.7% | 7,942 | +11.9% | 0.00% | 0.0% |
| Q2 2017 | $325,000 | +12.5% | 7,096 | +10.1% | 0.00% | 0.0% |
| Q1 2017 | $289,000 | +19.4% | 6,444 | +4.0% | 0.00% | 0.0% |
| Q4 2016 | $242,000 | -19.3% | 6,194 | -13.8% | 0.00% | -20.0% |
| Q3 2016 | $300,000 | +34.5% | 7,186 | +14.9% | 0.01% | -16.7% |
| Q3 2015 | $223,000 | -99.9% | 6,253 | -3.6% | 0.01% | 0.0% |
| Q2 2015 | $281,338,000 | +87001.5% | 6,484 | -11.1% | 0.01% | 0.0% |
| Q1 2015 | $323,000 | -99.9% | 7,297 | +5.8% | 0.01% | 0.0% |
| Q4 2014 | $297,685,000 | -27.4% | 6,897 | -22.3% | 0.01% | -33.3% |
| Q3 2014 | $410,248,000 | +6.2% | 8,876 | +10.3% | 0.01% | +12.5% |
| Q2 2014 | $386,247,000 | +1.6% | 8,050 | -1.3% | 0.01% | -11.1% |
| Q1 2014 | $380,204,000 | -43.3% | 8,157 | -44.0% | 0.01% | -50.0% |
| Q4 2013 | $671,101,000 | +9.7% | 14,561 | +11.1% | 0.02% | 0.0% |
| Q3 2013 | $611,632,000 | – | 13,111 | – | 0.02% | – |
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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% |