WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 193 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,079,080 | +71.7% | 132,760 | +65.0% | 0.12% | +20.0% |
| Q4 2022 | $3,540,491 | +112.1% | 80,484 | +92.1% | 0.10% | +92.3% |
| Q3 2022 | $1,669,000 | +487.7% | 41,906 | +559.0% | 0.05% | +550.0% |
| Q2 2022 | $284,000 | -95.7% | 6,359 | -94.8% | 0.01% | -95.7% |
| Q1 2022 | $6,552,000 | +97.5% | 122,923 | +96.1% | 0.18% | +34.3% |
| Q4 2021 | $3,317,000 | -14.9% | 62,675 | -14.0% | 0.14% | -12.7% |
| Q3 2021 | $3,896,000 | -44.9% | 72,848 | -43.8% | 0.16% | -34.3% |
| Q2 2021 | $7,066,000 | +594.8% | 129,701 | +427.1% | 0.24% | +198.8% |
| Q3 2020 | $1,017,000 | -7.5% | 24,606 | -6.2% | 0.08% | -28.6% |
| Q4 2018 | $1,099,000 | +192.3% | 26,242 | +232.5% | 0.11% | +173.2% |
| Q2 2018 | $376,000 | -42.3% | 7,892 | -34.6% | 0.04% | -52.3% |
| Q1 2018 | $652,000 | -95.8% | 12,068 | -96.2% | 0.09% | -86.8% |
| Q3 2017 | $15,394,000 | +272.6% | 313,982 | +247.7% | 0.65% | +166.4% |
| Q2 2017 | $4,131,000 | +689.9% | 90,303 | +621.6% | 0.24% | +617.6% |
| Q3 2016 | $523,000 | -56.7% | 12,515 | -60.8% | 0.03% | -70.7% |
| Q1 2016 | $1,207,000 | -76.7% | 31,943 | -78.3% | 0.12% | -82.2% |
| Q4 2015 | $5,172,000 | +968.6% | 147,505 | +1223.2% | 0.65% | +965.6% |
| Q2 2015 | $484,000 | -66.8% | 11,148 | -66.1% | 0.06% | -82.1% |
| Q1 2015 | $1,456,000 | – | 32,918 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |