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 | $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 | $5,832,000 | – | 126,666 | – | 0.30% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |