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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $58,000 | -12.1% | 1,468 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $66,000 | -15.4% | 1,468 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $78,000 | +290.0% | 1,468 | +219.1% | 0.00% | +50.0% |
| Q3 2019 | $20,000 | -9.1% | 460 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +633.3% | 460 | +666.7% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | -50.0% | 60 | -50.0% | 0.00% | -100.0% |
| Q4 2017 | $6,000 | 0.0% | 120 | +1.7% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | +100.0% | 118 | +96.7% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | – | 60 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 196,576 | $9,638,000 | 8.29% |
| JOYN Advisors, Inc. | 322,788 | $15,826,000 | 4.39% |
| America First Investment Advisors, LLC | 243,578 | $11,943,000 | 4.29% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 85,557 | $4,195,000 | 4.27% |
| White Pine Investment CO | 129,930 | $6,370,000 | 3.39% |
| CAPITAL MANAGEMENT CORP /VA | 230,260 | $11,290,000 | 3.22% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 217,279 | $10,653,000 | 2.93% |
| Hanson & Doremus Investment Management | 165,441 | $8,112,000 | 2.83% |
| Stratford Consulting, LLC | 151,277 | $7,417,000 | 2.76% |
| Parsec Financial Management, Inc. | 764,625 | $37,490,000 | 2.71% |