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 2023 | $596,754 | -38.0% | 12,900 | -37.7% | 0.00% | – |
| Q2 2023 | $963,171 | +23.0% | 20,700 | +21.1% | 0.00% | – |
| Q1 2023 | $783,009 | -65.2% | 17,100 | -66.5% | 0.00% | – |
| Q4 2022 | $2,247,889 | -44.4% | 51,100 | -49.7% | 0.00% | -100.0% |
| Q3 2022 | $4,046,000 | +4.0% | 101,600 | +16.5% | 0.00% | 0.0% |
| Q2 2022 | $3,892,000 | -24.6% | 87,200 | -10.0% | 0.00% | 0.0% |
| Q1 2022 | $5,165,000 | -83.1% | 96,900 | -83.3% | 0.00% | 0.0% |
| Q4 2021 | $30,616,000 | +397.3% | 578,514 | +402.5% | 0.00% | 0.0% |
| Q3 2021 | $6,156,000 | +366.0% | 115,120 | +374.9% | 0.00% | – |
| Q2 2021 | $1,321,000 | +54.1% | 24,242 | +45.2% | 0.00% | – |
| Q1 2021 | $857,000 | -32.9% | 16,700 | -37.7% | 0.00% | – |
| Q4 2020 | $1,278,000 | -25.9% | 26,800 | -35.7% | 0.00% | – |
| Q3 2020 | $1,724,000 | +198.8% | 41,686 | +181.8% | 0.00% | – |
| Q2 2020 | $577,000 | -83.6% | 14,794 | -86.2% | 0.00% | -100.0% |
| Q1 2020 | $3,529,000 | +298.8% | 106,852 | +477.6% | 0.00% | – |
| Q4 2019 | $885,000 | +50.3% | 18,500 | +39.1% | 0.00% | – |
| Q3 2019 | $589,000 | -45.8% | 13,300 | -42.4% | 0.00% | – |
| Q2 2019 | $1,086,000 | -24.2% | 23,100 | -24.0% | 0.00% | – |
| Q1 2019 | $1,432,000 | -84.4% | 30,400 | -86.2% | 0.00% | -100.0% |
| Q4 2018 | $9,196,000 | +132.5% | 219,540 | +153.3% | 0.00% | +200.0% |
| Q3 2018 | $3,956,000 | -73.0% | 86,661 | -71.8% | 0.00% | -80.0% |
| Q2 2018 | $14,672,000 | +524.6% | 307,660 | +607.8% | 0.01% | +400.0% |
| Q1 2018 | $2,349,000 | +389.4% | 43,469 | +372.5% | 0.00% | – |
| Q4 2017 | $480,000 | -67.3% | 9,200 | -69.3% | 0.00% | – |
| Q3 2017 | $1,468,000 | +93.2% | 29,937 | +80.3% | 0.00% | – |
| Q2 2017 | $760,000 | -3.8% | 16,600 | -5.7% | 0.00% | – |
| Q1 2017 | $790,000 | -10.0% | 17,600 | -21.5% | 0.00% | – |
| Q4 2016 | $878,000 | -37.9% | 22,434 | -33.7% | 0.00% | – |
| Q3 2016 | $1,413,000 | -21.8% | 33,850 | -27.4% | 0.00% | – |
| Q2 2016 | $1,808,000 | -42.5% | 46,653 | -43.9% | 0.00% | -100.0% |
| Q1 2016 | $3,142,000 | +7.5% | 83,176 | -0.2% | 0.00% | 0.0% |
| Q4 2015 | $2,923,000 | -78.7% | 83,336 | -78.4% | 0.00% | -83.3% |
| Q3 2015 | $13,751,000 | +76.6% | 385,937 | +115.1% | 0.01% | +100.0% |
| Q2 2015 | $7,786,000 | +157.0% | 179,430 | +161.9% | 0.00% | +200.0% |
| Q1 2015 | $3,030,000 | +7.9% | 68,512 | +5.4% | 0.00% | 0.0% |
| Q4 2014 | $2,807,000 | -62.9% | 65,016 | -60.3% | 0.00% | -66.7% |
| Q3 2014 | $7,574,000 | +116.7% | 163,851 | +125.2% | 0.00% | +50.0% |
| Q2 2014 | $3,495,000 | -10.1% | 72,769 | -12.9% | 0.00% | 0.0% |
| Q1 2014 | $3,889,000 | -58.6% | 83,500 | -59.1% | 0.00% | -60.0% |
| Q4 2013 | $9,402,000 | +73.2% | 203,999 | +75.3% | 0.01% | +66.7% |
| Q3 2013 | $5,428,000 | – | 116,359 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 296,643 | $11,812,000 | 6.73% |
| Aprio Wealth Management, LLC | 388,403 | $15,466,000 | 6.21% |
| Financial Planning & Information Services, Inc. | 496,372 | $19,766,000 | 4.79% |
| WADDELL & ASSOCIATES, LLC | 586,445 | $23,352,000 | 4.52% |
| Great Point Wealth Advisors, LLC | 295,494 | $11,767,000 | 4.39% |
| Shore Point Advisors, LLC | 97,247 | $3,872,000 | 3.78% |
| Neumann Capital Management, LLC | 165,401 | $6,586,000 | 3.39% |
| Baker Ellis Asset Management LLC | 220,971 | $8,799,000 | 1.92% |
| Creative Planning | 26,884,747 | $1,070,551,000 | 1.85% |
| Tacita Capital Inc | 55,200 | $2,198,000 | 1.70% |