WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 220 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,356 | +1.1% | 143 | 0.0% | 0.00% | – |
Q1 2024 | $7,273 | +1.9% | 143 | 0.0% | 0.00% | – |
Q4 2023 | $7,139 | +7.9% | 143 | 0.0% | 0.00% | – |
Q3 2023 | $6,615 | -0.6% | 143 | 0.0% | 0.00% | – |
Q2 2023 | $6,654 | +1.6% | 143 | 0.0% | 0.00% | – |
Q1 2023 | $6,548 | +554.8% | 143 | +429.6% | 0.00% | – |
Q1 2022 | $1,000 | -100.0% | 27 | -100.0% | 0.00% | -100.0% |
Q1 2020 | $2,035,000 | -30.9% | 61,601 | +0.0% | 0.09% | -14.5% |
Q4 2019 | $2,945,000 | +8.0% | 61,595 | +0.0% | 0.11% | -7.6% |
Q3 2019 | $2,728,000 | -5.8% | 61,570 | +0.1% | 0.12% | -8.5% |
Q2 2019 | $2,895,000 | -1.6% | 61,517 | -1.5% | 0.13% | -2.3% |
Q1 2019 | $2,942,000 | +12.9% | 62,447 | +0.4% | 0.13% | +6.4% |
Q4 2018 | $2,605,000 | -9.3% | 62,175 | -1.2% | 0.12% | +12.6% |
Q3 2018 | $2,873,000 | -4.2% | 62,937 | +0.1% | 0.11% | -14.6% |
Q2 2018 | $2,999,000 | -11.6% | 62,880 | +0.1% | 0.13% | -15.0% |
Q1 2018 | $3,394,000 | +19.0% | 62,807 | +14.9% | 0.15% | +0.7% |
Q4 2017 | $2,851,000 | +6.4% | 54,671 | 0.0% | 0.15% | -1.9% |
Q3 2017 | $2,680,000 | +7.2% | 54,671 | 0.0% | 0.16% | -4.3% |
Q2 2017 | $2,501,000 | +3.3% | 54,671 | +1.4% | 0.16% | -1.2% |
Q1 2017 | $2,421,000 | +14.8% | 53,933 | 0.0% | 0.16% | +6.5% |
Q4 2016 | $2,109,000 | +11.2% | 53,933 | +18.7% | 0.15% | -19.8% |
Q3 2016 | $1,897,000 | +13.7% | 45,435 | +5.5% | 0.19% | -1.0% |
Q2 2016 | $1,668,000 | +0.9% | 43,051 | -1.6% | 0.19% | -4.4% |
Q1 2016 | $1,653,000 | -52.5% | 43,742 | -50.8% | 0.20% | -10.2% |
Q4 2015 | $3,481,000 | +123.6% | 88,858 | +103.2% | 0.23% | +13.0% |
Q3 2015 | $1,557,000 | -18.6% | 43,724 | -0.8% | 0.20% | -11.1% |
Q2 2015 | $1,912,000 | -4.5% | 44,056 | – | 0.22% | -8.2% |
Q1 2015 | $2,003,000 | +2.9% | 0 | -100.0% | 0.24% | +2.9% |
Q4 2014 | $1,947,000 | -74.9% | 45,116 | -73.2% | 0.24% | -76.1% |
Q3 2014 | $7,768,000 | -7.8% | 168,061 | -4.3% | 1.00% | -8.7% |
Q2 2014 | $8,422,000 | +6.5% | 175,526 | +3.5% | 1.09% | -2.3% |
Q1 2014 | $7,905,000 | +1.5% | 169,606 | +0.4% | 1.12% | -5.0% |
Q4 2013 | $7,790,000 | +232.6% | 169,007 | +236.7% | 1.18% | +192.5% |
Q3 2013 | $2,342,000 | +11.3% | 50,197 | +9.8% | 0.40% | +11.4% |
Q2 2013 | $2,105,000 | – | 45,722 | – | 0.36% | – |
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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% |