WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 182 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,028,782 | +1.7% | 281,643 | +2.3% | 0.01% | 0.0% |
| Q2 2023 | $12,806,388 | +17.8% | 275,229 | +15.9% | 0.01% | +20.0% |
| Q1 2023 | $10,870,414 | +27.5% | 237,397 | +22.5% | 0.01% | +25.0% |
| Q4 2022 | $8,523,225 | +9.1% | 193,754 | -1.3% | 0.00% | 0.0% |
| Q3 2022 | $7,815,000 | -8.2% | 196,246 | +2.9% | 0.00% | -20.0% |
| Q2 2022 | $8,511,000 | -11.1% | 190,650 | +6.1% | 0.01% | 0.0% |
| Q1 2022 | $9,577,000 | +14.0% | 179,675 | +13.2% | 0.01% | +25.0% |
| Q4 2021 | $8,401,000 | +1.9% | 158,744 | +3.0% | 0.00% | -20.0% |
| Q3 2021 | $8,245,000 | -4.4% | 154,170 | -2.6% | 0.01% | 0.0% |
| Q2 2021 | $8,620,000 | +10.0% | 158,236 | +3.6% | 0.01% | 0.0% |
| Q1 2021 | $7,835,000 | -11.2% | 152,766 | -17.4% | 0.01% | -28.6% |
| Q4 2020 | $8,828,000 | +12.4% | 185,003 | -2.6% | 0.01% | 0.0% |
| Q3 2020 | $7,855,000 | +3.0% | 189,960 | -2.9% | 0.01% | 0.0% |
| Q2 2020 | $7,629,000 | +71.5% | 195,566 | +45.2% | 0.01% | +40.0% |
| Q1 2020 | $4,449,000 | -21.9% | 134,703 | +13.1% | 0.01% | -16.7% |
| Q4 2019 | $5,695,000 | +0.1% | 119,084 | -7.2% | 0.01% | 0.0% |
| Q3 2019 | $5,687,000 | +11.8% | 128,369 | +18.8% | 0.01% | 0.0% |
| Q2 2019 | $5,085,000 | -2.6% | 108,070 | -2.4% | 0.01% | -14.3% |
| Q1 2019 | $5,219,000 | +59.9% | 110,773 | +42.2% | 0.01% | +40.0% |
| Q4 2018 | $3,263,000 | -21.5% | 77,905 | -14.5% | 0.01% | -28.6% |
| Q3 2018 | $4,158,000 | -19.4% | 91,077 | -15.8% | 0.01% | -41.7% |
| Q2 2018 | $5,160,000 | +1.2% | 108,226 | +10.4% | 0.01% | -14.3% |
| Q1 2018 | $5,097,000 | +41.2% | 98,041 | +41.7% | 0.01% | +75.0% |
| Q4 2017 | $3,609,000 | +19.0% | 69,206 | +11.9% | 0.01% | +14.3% |
| Q3 2017 | $3,032,000 | -10.1% | 61,826 | -16.1% | 0.01% | -22.2% |
| Q2 2017 | $3,371,000 | +41.3% | 73,697 | +38.7% | 0.01% | +12.5% |
| Q1 2017 | $2,386,000 | -70.0% | 53,143 | -73.9% | 0.01% | -72.4% |
| Q4 2016 | $7,951,000 | -6.2% | 203,310 | +0.1% | 0.03% | -12.1% |
| Q3 2016 | $8,478,000 | +6.9% | 203,062 | -0.9% | 0.03% | +3.1% |
| Q2 2016 | $7,934,000 | +50.3% | 204,811 | +46.6% | 0.03% | +39.1% |
| Q1 2016 | $5,278,000 | +2.9% | 139,709 | -4.5% | 0.02% | 0.0% |
| Q4 2015 | $5,128,000 | -7.0% | 146,270 | -5.6% | 0.02% | -14.8% |
| Q3 2015 | $5,515,000 | -29.6% | 154,876 | -14.3% | 0.03% | -27.0% |
| Q2 2015 | $7,839,000 | -48.8% | 180,675 | -47.8% | 0.04% | -53.2% |
| Q1 2015 | $15,314,000 | +11.1% | 346,226 | +8.4% | 0.08% | -43.6% |
| Q4 2014 | $13,780,000 | -18.6% | 319,276 | -12.8% | 0.14% | -17.6% |
| Q3 2014 | $16,928,000 | -3.8% | 366,253 | -0.2% | 0.17% | -7.1% |
| Q2 2014 | $17,600,000 | -1.7% | 366,813 | -4.5% | 0.18% | -7.6% |
| Q1 2014 | $17,902,000 | +16.6% | 384,073 | +15.3% | 0.20% | +12.5% |
| Q4 2013 | $15,358,000 | +16.9% | 333,222 | +18.3% | 0.18% | +10.0% |
| Q3 2013 | $13,139,000 | +318.8% | 281,647 | +313.4% | 0.16% | +290.2% |
| Q2 2013 | $3,137,000 | – | 68,132 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 296,643 | $11,812,000 | 6.73% |
| Aprio Wealth Management, LLC | 388,403 | $15,466,000 | 6.21% |
| Financial Planning & Information Services, Inc. | 496,372 | $19,766,000 | 4.79% |
| WADDELL & ASSOCIATES, LLC | 586,445 | $23,352,000 | 4.52% |
| Great Point Wealth Advisors, LLC | 295,494 | $11,767,000 | 4.39% |
| Shore Point Advisors, LLC | 97,247 | $3,872,000 | 3.78% |
| Neumann Capital Management, LLC | 165,401 | $6,586,000 | 3.39% |
| Baker Ellis Asset Management LLC | 220,971 | $8,799,000 | 1.92% |
| Creative Planning | 26,884,747 | $1,070,551,000 | 1.85% |
| Tacita Capital Inc | 55,200 | $2,198,000 | 1.70% |