WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 186 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,115 | +5.0% | 11,373 | +5.6% | 0.00% | – |
| Q2 2023 | $501,268 | -77.7% | 10,773 | -78.0% | 0.00% | – |
| Q1 2023 | $2,245,313 | -37.1% | 49,035 | -39.6% | 0.00% | -100.0% |
| Q4 2022 | $3,569,481 | +327.0% | 81,143 | +333.2% | 0.00% | – |
| Q2 2022 | $836,000 | -18.2% | 18,731 | -3.0% | 0.00% | – |
| Q4 2021 | $1,022,000 | +36.8% | 19,315 | +38.3% | 0.00% | – |
| Q3 2021 | $747,000 | -88.9% | 13,962 | -88.7% | 0.00% | -100.0% |
| Q2 2021 | $6,703,000 | -0.5% | 123,030 | -6.3% | 0.00% | 0.0% |
| Q1 2021 | $6,736,000 | +8.1% | 131,330 | -12.9% | 0.00% | 0.0% |
| Q3 2020 | $6,234,000 | +20.3% | 150,773 | +13.5% | 0.00% | 0.0% |
| Q2 2020 | $5,182,000 | +144.8% | 132,825 | +162.9% | 0.00% | +100.0% |
| Q4 2018 | $2,117,000 | +19.9% | 50,526 | +30.6% | 0.00% | 0.0% |
| Q3 2018 | $1,766,000 | -56.0% | 38,693 | -54.1% | 0.00% | -50.0% |
| Q2 2018 | $4,018,000 | +292.8% | 84,259 | +344.9% | 0.00% | +100.0% |
| Q1 2018 | $1,023,000 | -79.9% | 18,939 | -81.7% | 0.00% | -75.0% |
| Q3 2017 | $5,080,000 | -14.9% | 103,617 | -20.6% | 0.00% | -20.0% |
| Q2 2017 | $5,971,000 | +252.1% | 130,508 | +200.9% | 0.01% | +150.0% |
| Q4 2016 | $1,696,000 | -64.4% | 43,376 | -68.1% | 0.00% | -60.0% |
| Q4 2015 | $4,763,000 | +117.1% | 135,768 | +168.6% | 0.01% | +150.0% |
| Q2 2015 | $2,194,000 | -52.8% | 50,555 | -51.8% | 0.00% | -50.0% |
| Q1 2015 | $4,644,000 | +160.2% | 104,988 | +153.9% | 0.00% | +100.0% |
| Q4 2014 | $1,785,000 | +245.3% | 41,350 | +269.5% | 0.00% | +100.0% |
| Q3 2014 | $517,000 | – | 11,190 | – | 0.00% | – |
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% |