Cambridge Investment Research Advisors, Inc. - WISDOMTREE TR ownership

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
Cambridge Investment Research Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,998
+6.7%
64,808
+7.3%
0.01%
+7.7%
Q2 2023$2,810
-1.0%
60,389
-2.5%
0.01%
-7.1%
Q1 2023$2,837
+9.9%
61,960
+5.6%
0.01%
+7.7%
Q4 2022$2,582
-99.9%
58,692
+8.1%
0.01%
+8.3%
Q3 2022$2,162,000
-21.3%
54,290
-11.8%
0.01%
-20.0%
Q2 2022$2,746,000
-12.1%
61,525
+4.9%
0.02%
+7.1%
Q1 2022$3,125,000
-1.6%
58,628
-2.3%
0.01%0.0%
Q4 2021$3,176,000
+4.3%
60,011
+5.4%
0.01%
-6.7%
Q3 2021$3,045,000
+6.0%
56,940
+8.0%
0.02%
+7.1%
Q2 2021$2,872,000
+5.4%
52,720
-0.8%
0.01%
-6.7%
Q1 2021$2,725,000
+3.7%
53,137
-3.5%
0.02%0.0%
Q4 2020$2,628,000
+21.5%
55,081
+5.3%
0.02%0.0%
Q3 2020$2,163,000
-61.2%
52,313
-63.3%
0.02%
-64.3%
Q2 2020$5,568,000
-1.9%
142,726
-17.0%
0.04%
-22.2%
Q1 2020$5,677,000
-29.2%
171,886
+2.5%
0.05%
-12.9%
Q4 2019$8,017,000
+20.9%
167,654
+12.0%
0.06%
+6.9%
Q3 2019$6,631,000
-3.1%
149,683
+2.9%
0.06%
-7.9%
Q2 2019$6,846,000
+253.6%
145,501
+254.0%
0.06%
+231.6%
Q1 2019$1,936,000
+13.8%
41,097
+1.2%
0.02%0.0%
Q4 2018$1,701,000
+19.0%
40,606
+29.7%
0.02%
+35.7%
Q3 2018$1,430,000
-12.8%
31,315
-8.9%
0.01%
-17.6%
Q2 2018$1,640,000
-18.7%
34,385
-7.9%
0.02%
-26.1%
Q1 2018$2,018,000
-28.3%
37,352
-30.8%
0.02%
-30.3%
Q4 2017$2,814,000
+36.0%
53,951
+27.8%
0.03%
+17.9%
Q3 2017$2,069,000
-4.7%
42,206
-11.1%
0.03%
-12.5%
Q2 2017$2,171,000
-19.8%
47,451
-21.4%
0.03%
-30.4%
Q1 2017$2,708,000
-32.9%
60,338
-41.6%
0.05%
-39.5%
Q4 2016$4,037,000
-35.1%
103,231
-30.8%
0.08%
-34.5%
Q3 2016$6,224,000
-3.7%
149,080
-10.6%
0.12%
-15.3%
Q2 2016$6,464,000
-2.1%
166,849
-4.5%
0.14%
-8.1%
Q1 2016$6,604,000
+14.3%
174,792
+6.1%
0.15%
+8.8%
Q4 2015$5,776,000
-7.6%
164,757
-6.2%
0.14%
-23.5%
Q3 2015$6,252,000
-14.0%
175,577
+4.8%
0.18%
-10.9%
Q2 2015$7,273,000
+0.5%
167,613
+2.4%
0.20%
-2.4%
Q1 2015$7,238,000
+6.6%
163,645
+4.0%
0.21%
-1.9%
Q4 2014$6,793,000
-10.4%
157,398
-4.1%
0.21%
-6.2%
Q3 2014$7,585,000
-0.5%
164,102
+3.3%
0.22%
-15.8%
Q2 2014$7,620,000
+4.3%
158,814
+1.3%
0.27%
-3.6%
Q1 2014$7,309,000
+9.7%
156,810
+8.4%
0.28%
+1.1%
Q4 2013$6,665,000
+3.0%
144,615
+4.2%
0.27%
-3.5%
Q3 2013$6,473,000
+11.0%
138,766
+9.6%
0.28%
-4.4%
Q2 2013$5,832,000126,6660.30%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 247,056$10,945,0007.93%
Great Point Wealth Advisors, LLC 222,817$9,870,0006.72%
Neumann Capital Management, LLC 167,450$7,418,0004.59%
Financial Planning & Information Services, Inc. 227,351$10,072,0004.26%
FIRST WILSHIRE SECURITIES MANAGEMENT INC 236,639$10,483,0003.97%
America First Investment Advisors, LLC 275,717$12,214,0003.68%
White Pine Investment CO 138,235$6,124,0002.78%
Stratford Consulting, LLC 162,784$7,211,0002.47%
Efficient Advisors, LLC 271,176$12,013,0002.20%
PALLADIUM PARTNERS LLC 614,023$28,030,0001.96%
View complete list of WISDOMTREE TR shareholders