WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 166 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,166,000 | +3.6% | 500,881 | +4.3% | 0.04% | 0.0% |
| Q2 2023 | $22,355,000 | +7.2% | 480,270 | +5.5% | 0.04% | -2.2% |
| Q1 2023 | $20,849,000 | +9.3% | 455,368 | +5.0% | 0.04% | +2.3% |
| Q4 2022 | $19,083,000 | +9.9% | 433,724 | -0.5% | 0.04% | -6.4% |
| Q3 2022 | $17,362,000 | -1.5% | 435,711 | +10.2% | 0.05% | +2.2% |
| Q2 2022 | $17,630,000 | -17.4% | 395,388 | -1.4% | 0.05% | -4.2% |
| Q1 2022 | $21,355,000 | +7.6% | 400,924 | +6.9% | 0.05% | +9.1% |
| Q4 2021 | $19,847,000 | +1315.6% | 374,960 | +1327.3% | 0.04% | +1000.0% |
| Q3 2021 | $1,402,000 | +12.6% | 26,271 | +14.8% | 0.00% | 0.0% |
| Q2 2021 | $1,245,000 | +98.9% | 22,889 | +87.2% | 0.00% | +100.0% |
| Q1 2021 | $626,000 | +5.9% | 12,228 | -14.6% | 0.00% | -33.3% |
| Q3 2020 | $591,000 | -2.6% | 14,311 | -8.0% | 0.00% | 0.0% |
| Q2 2020 | $607,000 | -1.0% | 15,562 | -15.7% | 0.00% | -25.0% |
| Q1 2020 | $613,000 | -41.1% | 18,462 | -15.0% | 0.00% | -33.3% |
| Q4 2019 | $1,040,000 | +13.0% | 21,725 | +4.4% | 0.01% | +20.0% |
| Q3 2019 | $920,000 | +165.1% | 20,818 | +183.9% | 0.01% | +150.0% |
| Q2 2019 | $347,000 | +65.2% | 7,334 | +65.6% | 0.00% | +100.0% |
| Q1 2019 | $210,000 | -63.9% | 4,430 | -64.7% | 0.00% | -90.0% |
| Q3 2014 | $581,000 | -3.6% | 12,561 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $603,000 | -6.7% | 12,561 | -9.4% | 0.01% | -23.1% |
| Q1 2014 | $646,000 | -14.8% | 13,861 | -15.7% | 0.01% | -18.8% |
| Q4 2013 | $758,000 | – | 16,447 | – | 0.02% | – |
Download | ||||||
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% |