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 | $6,398,569 | -5.2% | 138,318 | -4.6% | 1.15% | +0.1% |
| Q2 2023 | $6,749,434 | +2.7% | 145,056 | +1.1% | 1.15% | -2.5% |
| Q1 2023 | $6,571,849 | -30.4% | 143,522 | -33.1% | 1.18% | -35.6% |
| Q4 2022 | $9,438,736 | +7.3% | 214,566 | -2.9% | 1.83% | -4.6% |
| Q3 2022 | $8,799,000 | -17.0% | 220,971 | -6.9% | 1.92% | -12.9% |
| Q2 2022 | $10,600,000 | -9.5% | 237,463 | +8.1% | 2.20% | +5.1% |
| Q1 2022 | $11,713,000 | +11.2% | 219,759 | +10.4% | 2.10% | +12.7% |
| Q4 2021 | $10,534,000 | +5.4% | 199,063 | +4.5% | 1.86% | -3.4% |
| Q3 2021 | $9,993,000 | -2.1% | 190,518 | +1.7% | 1.92% | -3.7% |
| Q2 2021 | $10,204,000 | +11.1% | 187,293 | +4.6% | 2.00% | +0.8% |
| Q1 2021 | $9,183,000 | +20.9% | 179,039 | +12.5% | 1.98% | +9.5% |
| Q4 2020 | $7,594,000 | +26.2% | 159,133 | +9.3% | 1.81% | +7.8% |
| Q3 2020 | $6,018,000 | +13.2% | 145,535 | +6.8% | 1.68% | +7.2% |
| Q2 2020 | $5,314,000 | +8.8% | 136,220 | -7.8% | 1.57% | -10.4% |
| Q1 2020 | $4,882,000 | -32.7% | 147,795 | -2.6% | 1.75% | -12.7% |
| Q4 2019 | $7,254,000 | +8.3% | 151,685 | +0.4% | 2.00% | +12.6% |
| Q3 2019 | $6,696,000 | -4.4% | 151,145 | +1.6% | 1.78% | -4.3% |
| Q2 2019 | $7,001,000 | +37.1% | 148,790 | +37.3% | 1.86% | +30.7% |
| Q1 2019 | $5,105,000 | +14.7% | 108,355 | +2.0% | 1.42% | +5.3% |
| Q4 2018 | $4,449,000 | +2.4% | 106,195 | +11.6% | 1.35% | +20.8% |
| Q3 2018 | $4,343,000 | -3.1% | 95,140 | +1.2% | 1.12% | -5.2% |
| Q2 2018 | $4,481,000 | -10.0% | 93,970 | +2.0% | 1.18% | -9.8% |
| Q1 2018 | $4,981,000 | +6.4% | 92,170 | +2.7% | 1.31% | +10.9% |
| Q4 2017 | $4,683,000 | +9.0% | 89,790 | +2.5% | 1.18% | +3.5% |
| Q3 2017 | $4,296,000 | +16.4% | 87,610 | +8.6% | 1.14% | +12.5% |
| Q2 2017 | $3,691,000 | +19.8% | 80,680 | +17.5% | 1.01% | +15.0% |
| Q1 2017 | $3,081,000 | +16.4% | 68,649 | +1.4% | 0.88% | +13.3% |
| Q4 2016 | $2,648,000 | -1.3% | 67,699 | +5.3% | 0.78% | -4.0% |
| Q3 2016 | $2,684,000 | +18.0% | 64,289 | +9.5% | 0.81% | +13.3% |
| Q2 2016 | $2,274,000 | +81.1% | 58,709 | +76.6% | 0.71% | +72.0% |
| Q1 2016 | $1,256,000 | +22.4% | 33,244 | +13.6% | 0.42% | +17.9% |
| Q4 2015 | $1,026,000 | -50.0% | 29,264 | -49.3% | 0.35% | -51.9% |
| Q3 2015 | $2,054,000 | -16.5% | 57,681 | +1.8% | 0.73% | -11.3% |
| Q2 2015 | $2,459,000 | -2.8% | 56,683 | -1.0% | 0.82% | +2.6% |
| Q1 2015 | $2,531,000 | +6.0% | 57,229 | +3.5% | 0.80% | +0.4% |
| Q4 2014 | $2,387,000 | -10.1% | 55,313 | -3.7% | 0.80% | -12.7% |
| Q3 2014 | $2,655,000 | +1.0% | 57,443 | +4.9% | 0.92% | +2.6% |
| Q2 2014 | $2,628,000 | +5.5% | 54,783 | +2.4% | 0.90% | +3.8% |
| Q1 2014 | $2,492,000 | +2.8% | 53,473 | +1.7% | 0.86% | +2.3% |
| Q4 2013 | $2,424,000 | +2.8% | 52,600 | +4.0% | 0.84% | -5.3% |
| Q3 2013 | $2,359,000 | +5.5% | 50,574 | +4.1% | 0.89% | +0.1% |
| Q2 2013 | $2,237,000 | – | 48,598 | – | 0.89% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |