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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,752 | -0.6% | 10,414 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $484,563 | -0.8% | 10,414 | -2.4% | 0.00% | 0.0% |
| Q1 2023 | $488,717 | +3.7% | 10,673 | -0.4% | 0.00% | 0.0% |
| Q4 2022 | $471,309 | +7.4% | 10,714 | -2.9% | 0.00% | 0.0% |
| Q3 2022 | $439,000 | -30.1% | 11,029 | -21.6% | 0.00% | 0.0% |
| Q2 2022 | $628,000 | -16.3% | 14,067 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $750,000 | +0.9% | 14,067 | +0.3% | 0.00% | +33.3% |
| Q4 2021 | $743,000 | -0.9% | 14,031 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $750,000 | +6.5% | 14,031 | +8.5% | 0.00% | 0.0% |
| Q2 2021 | $704,000 | +6.2% | 12,926 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $663,000 | -2.6% | 12,926 | -9.5% | 0.00% | 0.0% |
| Q4 2020 | $681,000 | -41.8% | 14,275 | -49.6% | 0.00% | -50.0% |
| Q3 2020 | $1,171,000 | +3.1% | 28,313 | -2.8% | 0.01% | 0.0% |
| Q2 2020 | $1,136,000 | +18.7% | 29,128 | +0.5% | 0.01% | 0.0% |
| Q1 2020 | $957,000 | -48.0% | 28,974 | -24.8% | 0.01% | -33.3% |
| Q4 2019 | $1,842,000 | +5.3% | 38,510 | -2.5% | 0.01% | 0.0% |
| Q3 2019 | $1,750,000 | -2.4% | 39,496 | +3.6% | 0.01% | 0.0% |
| Q2 2019 | $1,793,000 | +2.8% | 38,115 | +2.9% | 0.01% | 0.0% |
| Q1 2019 | $1,744,000 | -6.3% | 37,027 | -16.6% | 0.01% | -20.0% |
| Q4 2018 | $1,861,000 | -17.3% | 44,419 | -9.9% | 0.02% | -6.2% |
| Q3 2018 | $2,250,000 | -3.1% | 49,297 | +1.2% | 0.02% | -5.9% |
| Q2 2018 | $2,323,000 | -4.0% | 48,706 | +8.8% | 0.02% | -5.6% |
| Q1 2018 | $2,420,000 | +19.0% | 44,786 | +13.9% | 0.02% | +12.5% |
| Q4 2017 | $2,034,000 | +5.4% | 39,327 | -0.1% | 0.02% | 0.0% |
| Q3 2017 | $1,930,000 | +50.5% | 39,361 | +40.4% | 0.02% | +45.5% |
| Q2 2017 | $1,282,000 | -0.5% | 28,031 | -2.4% | 0.01% | -8.3% |
| Q1 2017 | $1,289,000 | +13.6% | 28,723 | -1.0% | 0.01% | +9.1% |
| Q4 2016 | $1,135,000 | -8.8% | 29,014 | -2.7% | 0.01% | -8.3% |
| Q3 2016 | $1,245,000 | +2.9% | 29,817 | -3.9% | 0.01% | 0.0% |
| Q2 2016 | $1,210,000 | +2.9% | 31,036 | -0.3% | 0.01% | -7.7% |
| Q1 2016 | $1,176,000 | +5.9% | 31,136 | -1.8% | 0.01% | 0.0% |
| Q4 2015 | $1,111,000 | -3.6% | 31,699 | -2.0% | 0.01% | -7.1% |
| Q3 2015 | $1,152,000 | -28.6% | 32,346 | -13.0% | 0.01% | -26.3% |
| Q2 2015 | $1,613,000 | -42.6% | 37,175 | -38.2% | 0.02% | -44.1% |
| Q1 2015 | $2,812,000 | -52.2% | 60,171 | -55.9% | 0.03% | -22.7% |
| Q4 2014 | $5,888,000 | +84.4% | 136,430 | +97.5% | 0.04% | -20.0% |
| Q3 2014 | $3,193,000 | -8.6% | 69,083 | -5.1% | 0.06% | -15.4% |
| Q2 2014 | $3,494,000 | -15.2% | 72,830 | -17.6% | 0.06% | -26.1% |
| Q1 2014 | $4,122,000 | +1449.6% | 88,432 | +1431.3% | 0.09% | +877.8% |
| Q4 2013 | $266,000 | -90.5% | 5,775 | -90.4% | 0.01% | -90.0% |
| Q3 2013 | $2,808,000 | +23.3% | 60,196 | +21.7% | 0.09% | +50.0% |
| Q2 2013 | $2,277,000 | – | 49,457 | – | 0.06% | – |
Download | ||||||
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% |