WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 201 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 2.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,315,634 | -0.6% | 50,057 | 0.0% | 0.10% | -5.5% |
| Q2 2023 | $2,329,133 | +1.2% | 50,057 | -0.4% | 0.11% | -6.0% |
| Q1 2023 | $2,301,230 | +4.1% | 50,256 | 0.0% | 0.12% | -7.1% |
| Q4 2022 | $2,210,766 | +10.5% | 50,256 | 0.0% | 0.13% | -1.6% |
| Q3 2022 | $2,001,000 | -10.8% | 50,256 | 0.0% | 0.13% | -11.7% |
| Q2 2022 | $2,243,000 | -16.3% | 50,256 | +0.0% | 0.14% | -0.7% |
| Q1 2022 | $2,679,000 | +0.8% | 50,255 | 0.0% | 0.15% | +8.1% |
| Q4 2021 | $2,659,000 | -1.1% | 50,255 | 0.0% | 0.14% | -11.2% |
| Q3 2021 | $2,688,000 | -1.8% | 50,255 | 0.0% | 0.15% | -2.6% |
| Q2 2021 | $2,738,000 | +6.2% | 50,255 | 0.0% | 0.16% | -3.7% |
| Q1 2021 | $2,578,000 | +7.5% | 50,255 | 0.0% | 0.16% | +0.6% |
| Q4 2020 | $2,398,000 | +15.4% | 50,255 | 0.0% | 0.16% | +1.3% |
| Q3 2020 | $2,078,000 | +6.0% | 50,255 | 0.0% | 0.16% | 0.0% |
| Q2 2020 | $1,960,000 | +16.8% | 50,255 | -1.1% | 0.16% | -3.6% |
| Q1 2020 | $1,678,000 | -32.3% | 50,798 | -2.0% | 0.16% | -2.9% |
| Q4 2019 | $2,478,000 | +7.9% | 51,818 | 0.0% | 0.17% | +3.0% |
| Q3 2019 | $2,296,000 | -5.8% | 51,818 | 0.0% | 0.16% | -9.3% |
| Q2 2019 | $2,438,000 | -50.1% | 51,818 | -50.0% | 0.18% | -6.7% |
| Q1 2019 | $4,882,000 | +124.9% | 103,636 | +100.0% | 0.20% | -0.5% |
| Q4 2018 | $2,171,000 | -8.2% | 51,818 | 0.0% | 0.20% | +2.6% |
| Q3 2018 | $2,365,000 | -4.3% | 51,818 | 0.0% | 0.19% | -9.9% |
| Q2 2018 | $2,471,000 | -11.8% | 51,818 | 0.0% | 0.21% | -12.0% |
| Q1 2018 | $2,800,000 | +3.6% | 51,818 | 0.0% | 0.24% | +3.4% |
| Q4 2017 | $2,702,000 | +6.3% | 51,818 | 0.0% | 0.23% | +6.4% |
| Q3 2017 | $2,541,000 | +7.2% | 51,818 | 0.0% | 0.22% | +5.3% |
| Q2 2017 | $2,371,000 | +2.2% | 51,818 | +0.3% | 0.21% | +2.0% |
| Q1 2017 | $2,319,000 | +20.8% | 51,668 | +5.3% | 0.20% | +12.7% |
| Q4 2016 | $1,919,000 | -6.3% | 49,068 | 0.0% | 0.18% | -8.1% |
| Q3 2016 | $2,049,000 | +7.8% | 49,068 | 0.0% | 0.20% | +4.2% |
| Q2 2016 | $1,901,000 | +4.7% | 49,068 | +2.1% | 0.19% | +1.1% |
| Q1 2016 | $1,816,000 | +12.0% | 48,068 | +4.0% | 0.19% | +19.9% |
| Q4 2015 | $1,621,000 | +48.9% | 46,233 | +51.2% | 0.16% | +51.5% |
| Q3 2015 | $1,089,000 | – | 30,568 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
| Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
| Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
| America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
| Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
| Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
| Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
| Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
| Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
| CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |