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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $96 | 0.0% | 2,074 | +0.2% | 0.02% | 0.0% |
| Q2 2023 | $96 | -35.1% | 2,070 | -35.9% | 0.02% | -39.4% |
| Q1 2023 | $148 | -0.7% | 3,230 | -4.6% | 0.03% | +3.1% |
| Q4 2022 | $149 | -99.9% | 3,386 | -33.1% | 0.03% | -38.5% |
| Q3 2022 | $202,000 | -17.6% | 5,061 | -7.8% | 0.05% | -13.3% |
| Q2 2022 | $245,000 | -35.5% | 5,487 | -23.1% | 0.06% | -26.8% |
| Q1 2022 | $380,000 | -3.1% | 7,134 | -3.8% | 0.08% | -2.4% |
| Q4 2021 | $392,000 | -0.8% | 7,416 | +0.3% | 0.08% | -7.7% |
| Q3 2021 | $395,000 | +8.5% | 7,394 | -16.1% | 0.09% | -16.5% |
| Q2 2021 | $364,000 | -11.4% | 8,813 | +9.9% | 0.11% | +14.7% |
| Q1 2021 | $411,000 | +2.2% | 8,018 | -4.7% | 0.10% | -5.0% |
| Q4 2020 | $402,000 | +10.4% | 8,414 | -4.5% | 0.10% | -8.3% |
| Q3 2020 | $364,000 | -46.7% | 8,813 | -49.6% | 0.11% | -49.5% |
| Q2 2020 | $683,000 | -38.2% | 17,503 | -47.7% | 0.22% | -42.6% |
| Q1 2020 | $1,105,000 | -47.2% | 33,452 | -23.6% | 0.38% | -37.4% |
| Q4 2019 | $2,094,000 | -4.8% | 43,793 | -11.8% | 0.60% | -12.1% |
| Q3 2019 | $2,199,000 | -24.2% | 49,645 | -19.4% | 0.68% | -25.6% |
| Q2 2019 | $2,900,000 | -21.4% | 61,630 | -21.3% | 0.92% | -24.3% |
| Q1 2019 | $3,688,000 | -6.5% | 78,292 | -16.9% | 1.21% | -14.9% |
| Q4 2018 | $3,946,000 | -58.6% | 94,197 | -54.9% | 1.43% | -52.2% |
| Q3 2018 | $9,540,000 | +3.2% | 208,971 | +7.9% | 2.98% | -1.7% |
| Q2 2018 | $9,240,000 | -8.7% | 193,747 | +3.5% | 3.04% | -3.1% |
| Q1 2018 | $10,119,000 | +15.8% | 187,244 | +11.7% | 3.13% | +7.7% |
| Q4 2017 | $8,742,000 | +7.8% | 167,628 | +1.3% | 2.91% | +2.7% |
| Q3 2017 | $8,112,000 | +13.7% | 165,441 | +6.1% | 2.83% | +7.5% |
| Q2 2017 | $7,133,000 | +14.3% | 155,912 | +12.1% | 2.64% | +5.5% |
| Q1 2017 | $6,241,000 | -99.9% | 139,056 | +13.6% | 2.50% | +20.9% |
| Q4 2016 | $4,785,378,000 | +118028.3% | 122,357 | +26.1% | 2.07% | +9.9% |
| Q3 2016 | $4,051,000 | +13.4% | 97,034 | +5.2% | 1.88% | +16.0% |
| Q2 2016 | $3,573,000 | +7.6% | 92,228 | +4.9% | 1.62% | +7.9% |
| Q1 2016 | $3,322,000 | +12.6% | 87,942 | +4.6% | 1.50% | +12.2% |
| Q4 2015 | $2,949,000 | +1.7% | 84,106 | +3.3% | 1.34% | -4.1% |
| Q3 2015 | $2,900,000 | -14.6% | 81,429 | +4.1% | 1.40% | -3.7% |
| Q2 2015 | $3,395,000 | +5.5% | 78,249 | +7.5% | 1.45% | +6.6% |
| Q1 2015 | $3,219,000 | +7.9% | 72,786 | +5.4% | 1.36% | +6.2% |
| Q4 2014 | $2,982,000 | +3.3% | 69,089 | +10.6% | 1.28% | -2.1% |
| Q3 2014 | $2,886,000 | +3.5% | 62,440 | +7.4% | 1.31% | +1.9% |
| Q2 2014 | $2,789,000 | +50.2% | 58,118 | +45.8% | 1.28% | +46.6% |
| Q1 2014 | $1,857,000 | +53.9% | 39,849 | +52.2% | 0.88% | +50.9% |
| Q4 2013 | $1,207,000 | +23.5% | 26,187 | +25.0% | 0.58% | +17.2% |
| Q3 2013 | $977,000 | +140.0% | 20,952 | +137.1% | 0.50% | +123.0% |
| Q2 2013 | $407,000 | – | 8,835 | – | 0.22% | – |
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% |