WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 168 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,753 | -43.4% | 81,967 | -45.6% | 0.15% | -54.4% |
| Q4 2022 | $6,628 | -99.8% | 150,674 | +83.2% | 0.33% | +184.6% |
| Q4 2021 | $4,352,000 | +1792.2% | 82,230 | +1809.7% | 0.12% | +1200.0% |
| Q3 2021 | $230,000 | -94.5% | 4,306 | -94.4% | 0.01% | -95.7% |
| Q2 2021 | $4,166,000 | +926.1% | 76,464 | +678.6% | 0.21% | +593.3% |
| Q3 2020 | $406,000 | -71.4% | 9,821 | -73.0% | 0.03% | -73.2% |
| Q2 2020 | $1,421,000 | -39.9% | 36,431 | -31.7% | 0.11% | -32.5% |
| Q3 2019 | $2,363,000 | +969.2% | 53,334 | +1036.2% | 0.17% | +1176.9% |
| Q1 2019 | $221,000 | -71.9% | 4,694 | -75.0% | 0.01% | -72.9% |
| Q4 2018 | $786,000 | +138.9% | 18,762 | +160.0% | 0.05% | +26.3% |
| Q3 2018 | $329,000 | -89.6% | 7,217 | -88.8% | 0.04% | -88.8% |
| Q3 2017 | $3,155,000 | +132.8% | 64,343 | +117.2% | 0.34% | +226.9% |
| Q2 2017 | $1,355,000 | +8368.8% | 29,620 | +7159.8% | 0.10% | +10300.0% |
| Q4 2016 | $16,000 | -91.2% | 408 | -91.5% | 0.00% | -94.4% |
| Q1 2016 | $181,000 | -71.5% | 4,792 | -73.1% | 0.02% | -88.8% |
| Q3 2015 | $635,000 | +176.1% | 17,832 | +236.3% | 0.16% | +265.9% |
| Q2 2015 | $230,000 | +521.6% | 5,303 | +541.2% | 0.04% | +450.0% |
| Q1 2015 | $37,000 | -98.2% | 827 | -98.3% | 0.01% | -96.6% |
| Q4 2014 | $2,066,000 | +5976.5% | 47,867 | +6394.8% | 0.23% | +5700.0% |
| Q3 2014 | $34,000 | – | 737 | – | 0.00% | – |
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% |