WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,843,000 | -2.0% | 72,096 | -2.8% | 0.34% | +4.4% |
| Q4 2021 | $3,923,000 | +3.2% | 74,137 | +4.2% | 0.32% | -5.0% |
| Q3 2021 | $3,803,000 | -1.0% | 71,119 | +0.8% | 0.34% | -3.2% |
| Q2 2021 | $3,843,000 | +6.0% | 70,547 | -0.2% | 0.35% | -2.2% |
| Q1 2021 | $3,624,000 | -2.5% | 70,661 | -9.3% | 0.36% | -9.8% |
| Q4 2020 | $3,717,000 | +30.1% | 77,883 | +12.7% | 0.40% | +10.9% |
| Q3 2020 | $2,857,000 | +1.2% | 69,090 | -4.5% | 0.36% | -12.7% |
| Q2 2020 | $2,823,000 | +15.9% | 72,357 | -1.9% | 0.41% | -4.7% |
| Q1 2020 | $2,436,000 | -32.9% | 73,741 | -2.9% | 0.43% | -20.0% |
| Q4 2019 | $3,632,000 | +16.5% | 75,959 | +8.0% | 0.54% | +1.5% |
| Q3 2019 | $3,117,000 | -12.1% | 70,358 | -6.7% | 0.53% | -18.5% |
| Q2 2019 | $3,548,000 | -0.2% | 75,407 | -0.0% | 0.65% | -8.2% |
| Q1 2019 | $3,554,000 | +29.2% | 75,441 | +14.9% | 0.71% | +15.0% |
| Q4 2018 | $2,751,000 | -14.6% | 65,682 | -6.9% | 0.61% | +2.3% |
| Q3 2018 | $3,221,000 | -3.7% | 70,563 | +0.6% | 0.60% | -9.0% |
| Q2 2018 | $3,346,000 | +4.3% | 70,169 | +18.2% | 0.66% | +1.7% |
| Q1 2018 | $3,208,000 | +19.0% | 59,369 | +14.9% | 0.65% | +14.5% |
| Q4 2017 | $2,695,000 | +5.5% | 51,682 | -0.8% | 0.57% | -0.7% |
| Q3 2017 | $2,555,000 | +6.2% | 52,115 | -0.9% | 0.57% | +1.8% |
| Q2 2017 | $2,406,000 | -3.4% | 52,582 | -5.3% | 0.56% | -4.1% |
| Q1 2017 | $2,491,000 | +3.5% | 55,509 | -9.8% | 0.58% | -1.7% |
| Q4 2016 | $2,407,000 | -29.1% | 61,543 | -24.3% | 0.59% | -33.7% |
| Q3 2016 | $3,395,000 | +6.7% | 81,308 | -1.0% | 0.90% | +10.1% |
| Q2 2016 | $3,181,000 | +5.1% | 82,118 | +2.5% | 0.81% | +5.6% |
| Q1 2016 | $3,028,000 | -8.5% | 80,137 | -15.1% | 0.77% | -6.0% |
| Q4 2015 | $3,308,000 | -24.4% | 94,348 | -23.2% | 0.82% | -28.7% |
| Q3 2015 | $4,374,000 | -24.5% | 122,843 | -8.0% | 1.15% | -18.1% |
| Q2 2015 | $5,796,000 | +0.2% | 133,575 | +2.1% | 1.40% | -3.3% |
| Q1 2015 | $5,787,000 | +11.5% | 130,847 | +8.8% | 1.45% | +3.6% |
| Q4 2014 | $5,191,000 | -28.0% | 120,274 | -22.9% | 1.40% | -35.7% |
| Q3 2014 | $7,208,000 | -3.4% | 155,941 | +0.3% | 2.18% | -2.7% |
| Q2 2014 | $7,458,000 | +5.7% | 155,430 | +2.7% | 2.24% | -2.4% |
| Q1 2014 | $7,053,000 | +3.2% | 151,318 | +2.0% | 2.30% | -4.1% |
| Q4 2013 | $6,836,000 | +1.0% | 148,326 | +2.3% | 2.39% | -8.0% |
| Q3 2013 | $6,767,000 | +7.3% | 145,049 | +5.9% | 2.60% | +1.6% |
| Q2 2013 | $6,306,000 | – | 136,968 | – | 2.56% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |