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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $44 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2015 | $1,364,000 | -48.3% | 38,893 | -47.5% | 0.02% | -10.7% |
| Q3 2015 | $2,640,000 | +72.1% | 74,150 | +109.7% | 0.03% | -12.5% |
| Q2 2015 | $1,534,000 | +73.5% | 35,356 | +76.9% | 0.03% | +68.4% |
| Q1 2015 | $884,000 | +4.6% | 19,982 | +2.1% | 0.02% | +5.6% |
| Q4 2014 | $845,000 | -64.9% | 19,573 | -62.4% | 0.02% | -67.9% |
| Q3 2014 | $2,404,000 | -29.3% | 52,021 | -26.6% | 0.06% | -22.2% |
| Q2 2014 | $3,401,000 | +158.8% | 70,885 | +151.6% | 0.07% | +118.2% |
| Q3 2013 | $1,314,000 | – | 28,176 | – | 0.03% | – |
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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% |