WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 120 filers reported holding WISDOMTREE TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $38,706,000 | +1.9% | 726,183 | +1.2% | 1.70% | +9.3% |
| Q4 2021 | $37,991,000 | -2.4% | 717,902 | -1.4% | 1.55% | -12.4% |
| Q3 2021 | $38,943,000 | +1.9% | 728,180 | +3.8% | 1.77% | -1.5% |
| Q2 2021 | $38,230,000 | +14.7% | 701,735 | +8.0% | 1.80% | +8.8% |
| Q1 2021 | $33,329,000 | +11.0% | 649,817 | +3.3% | 1.65% | -0.5% |
| Q4 2020 | $30,019,000 | +17.3% | 629,057 | +1.7% | 1.66% | +3.0% |
| Q3 2020 | $25,585,000 | +7.9% | 618,731 | +1.8% | 1.61% | -0.6% |
| Q2 2020 | $23,715,000 | +9.1% | 607,901 | -7.6% | 1.62% | -10.3% |
| Q1 2020 | $21,743,000 | -29.6% | 658,251 | +2.0% | 1.81% | -8.8% |
| Q4 2019 | $30,871,000 | +10.1% | 645,562 | +5.1% | 1.98% | +1.3% |
| Q3 2019 | $28,030,000 | -5.3% | 614,023 | -2.4% | 1.96% | -4.4% |
| Q2 2019 | $29,600,000 | +1.9% | 629,127 | +2.0% | 2.05% | -2.1% |
| Q1 2019 | $29,047,000 | +15.1% | 616,583 | +2.4% | 2.09% | +3.8% |
| Q4 2018 | $25,227,000 | -10.1% | 602,205 | -2.0% | 2.02% | +5.4% |
| Q3 2018 | $28,048,000 | -2.0% | 614,428 | +2.4% | 1.91% | -8.1% |
| Q2 2018 | $28,611,000 | -10.9% | 599,938 | +0.9% | 2.08% | -12.5% |
| Q1 2018 | $32,126,000 | +3.5% | 594,489 | -0.2% | 2.38% | +5.8% |
| Q4 2017 | $31,050,000 | +7.8% | 595,400 | +1.3% | 2.25% | +2.2% |
| Q3 2017 | $28,810,000 | +8.9% | 587,593 | +1.6% | 2.20% | +5.1% |
| Q2 2017 | $26,450,000 | +4.9% | 578,129 | +2.9% | 2.09% | +2.9% |
| Q1 2017 | $25,216,000 | +16.6% | 561,858 | +1.6% | 2.03% | +11.4% |
| Q4 2016 | $21,623,000 | -11.9% | 552,867 | -5.9% | 1.82% | -14.9% |
| Q3 2016 | $24,538,000 | +12.1% | 587,727 | +4.0% | 2.14% | +7.5% |
| Q2 2016 | $21,896,000 | +5.0% | 565,183 | +2.4% | 1.99% | +4.1% |
| Q1 2016 | $20,847,000 | +14.5% | 551,809 | +6.3% | 1.92% | +13.6% |
| Q4 2015 | $18,204,000 | +0.6% | 519,239 | +2.1% | 1.69% | -5.6% |
| Q3 2015 | $18,103,000 | -28.2% | 508,357 | -12.6% | 1.79% | -20.7% |
| Q2 2015 | $25,229,000 | -0.6% | 581,442 | +1.3% | 2.25% | +3.4% |
| Q1 2015 | $25,385,000 | +11.5% | 573,940 | +8.8% | 2.18% | +10.2% |
| Q4 2014 | $22,762,000 | -12.1% | 527,397 | -5.8% | 1.98% | -14.8% |
| Q3 2014 | $25,883,000 | -1.9% | 559,993 | +1.8% | 2.32% | -1.2% |
| Q2 2014 | $26,392,000 | +5.8% | 550,059 | +2.8% | 2.35% | +2.8% |
| Q1 2014 | $24,937,000 | +178.3% | 535,012 | +175.2% | 2.28% | +168.8% |
| Q4 2013 | $8,961,000 | -0.5% | 194,412 | +0.7% | 0.85% | -7.0% |
| Q3 2013 | $9,009,000 | +23.2% | 193,102 | +21.6% | 0.91% | +18.4% |
| Q2 2013 | $7,313,000 | – | 158,824 | – | 0.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
| Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
| Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
| Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
| Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
| MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
| O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
| Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
| Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |