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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $8,000 | +300.0% | 149 | +325.7% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 35 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -85.7% | 35 | -84.1% | 0.00% | -100.0% |
| Q1 2020 | $7,000 | -46.2% | 220 | -19.1% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | +8.3% | 272 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | -7.7% | 272 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | -85.2% | 272 | -85.4% | 0.00% | -90.9% |
| Q1 2019 | $88,000 | -9.3% | 1,862 | -19.8% | 0.01% | -15.4% |
| Q4 2018 | $97,000 | +11.5% | 2,322 | +21.8% | 0.01% | +18.2% |
| Q3 2018 | $87,000 | -7.4% | 1,907 | -3.1% | 0.01% | -15.4% |
| Q2 2018 | $94,000 | -6.0% | 1,969 | +6.1% | 0.01% | -7.1% |
| Q1 2018 | $100,000 | +31.6% | 1,855 | +26.6% | 0.01% | +16.7% |
| Q4 2017 | $76,000 | – | 1,465 | – | 0.01% | – |
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% |