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 | $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 | 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% |