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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,778,904 | +87.4% | 233,007 | +88.5% | 0.01% | +100.0% |
| Q2 2023 | $5,752,228 | +15.6% | 123,624 | +13.8% | 0.00% | 0.0% |
| Q1 2023 | $4,975,083 | +8.5% | 108,650 | +4.2% | 0.00% | 0.0% |
| Q4 2022 | $4,584,688 | +17.8% | 104,221 | +6.6% | 0.00% | 0.0% |
| Q3 2022 | $3,893,000 | -23.0% | 97,768 | -13.7% | 0.00% | -20.0% |
| Q2 2022 | $5,055,000 | -35.6% | 113,245 | -23.1% | 0.01% | -28.6% |
| Q1 2022 | $7,845,000 | -24.2% | 147,186 | -24.7% | 0.01% | -22.2% |
| Q4 2021 | $10,348,000 | +31.1% | 195,549 | +32.4% | 0.01% | +28.6% |
| Q3 2021 | $7,896,000 | +34.5% | 147,645 | +37.0% | 0.01% | +16.7% |
| Q2 2021 | $5,871,000 | +4.1% | 107,766 | -2.0% | 0.01% | 0.0% |
| Q1 2021 | $5,642,000 | +27.5% | 109,995 | +18.6% | 0.01% | 0.0% |
| Q4 2020 | $4,426,000 | +10.5% | 92,748 | -4.3% | 0.01% | 0.0% |
| Q3 2020 | $4,007,000 | +16.8% | 96,901 | +10.2% | 0.01% | 0.0% |
| Q2 2020 | $3,432,000 | +27.3% | 87,967 | +7.8% | 0.01% | 0.0% |
| Q1 2020 | $2,695,000 | -34.8% | 81,595 | -5.6% | 0.01% | -25.0% |
| Q4 2019 | $4,132,000 | +6.8% | 86,403 | -1.0% | 0.01% | 0.0% |
| Q3 2019 | $3,868,000 | -19.1% | 87,305 | -14.1% | 0.01% | -20.0% |
| Q2 2019 | $4,784,000 | +0.9% | 101,689 | +1.0% | 0.01% | -9.1% |
| Q1 2019 | $4,743,000 | -45.7% | 100,687 | -51.7% | 0.01% | -52.2% |
| Q4 2018 | $8,729,000 | -28.8% | 208,371 | -22.4% | 0.02% | -20.7% |
| Q3 2018 | $12,252,000 | -7.0% | 268,382 | -2.8% | 0.03% | -17.1% |
| Q2 2018 | $13,171,000 | -19.7% | 276,187 | -9.0% | 0.04% | -22.2% |
| Q1 2018 | $16,401,000 | +15.9% | 303,506 | +11.8% | 0.04% | +4.7% |
| Q4 2017 | $14,155,000 | +19.5% | 271,432 | +12.4% | 0.04% | +2.4% |
| Q3 2017 | $11,842,000 | +38.4% | 241,519 | +29.1% | 0.04% | +31.2% |
| Q2 2017 | $8,558,000 | +49.4% | 187,067 | +47.1% | 0.03% | -17.9% |
| Q1 2017 | $5,729,000 | +65.3% | 127,202 | +44.7% | 0.04% | +50.0% |
| Q4 2016 | $3,465,000 | +6.5% | 87,911 | +12.1% | 0.03% | -16.1% |
| Q3 2016 | $3,255,000 | +23.5% | 78,425 | +14.6% | 0.03% | +40.9% |
| Q2 2016 | $2,635,000 | -32.7% | 68,429 | -35.4% | 0.02% | +100.0% |
| Q1 2016 | $3,915,000 | +4.4% | 105,895 | -3.3% | 0.01% | +10.0% |
| Q4 2015 | $3,751,000 | +74.1% | 109,509 | +89.5% | 0.01% | -16.7% |
| Q3 2015 | $2,155,000 | -29.0% | 57,782 | -19.0% | 0.01% | -20.0% |
| Q2 2015 | $3,034,000 | -79.2% | 71,328 | -78.1% | 0.02% | -79.7% |
| Q1 2015 | $14,573,000 | +6.5% | 326,080 | +2.9% | 0.07% | -1.3% |
| Q4 2014 | $13,680,000 | +75.9% | 316,962 | +86.1% | 0.08% | +63.0% |
| Q3 2014 | $7,777,000 | +97.5% | 170,328 | +107.5% | 0.05% | +100.0% |
| Q2 2014 | $3,938,000 | +25.9% | 82,086 | +22.3% | 0.02% | +21.1% |
| Q1 2014 | $3,129,000 | -24.9% | 67,138 | -25.7% | 0.02% | -26.9% |
| Q4 2013 | $4,167,000 | +46.4% | 90,415 | +54.5% | 0.03% | +36.8% |
| Q3 2013 | $2,847,000 | -17.7% | 58,504 | -22.1% | 0.02% | -24.0% |
| Q2 2013 | $3,459,000 | – | 75,127 | – | 0.02% | – |
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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% |