WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 171 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $227,021 | +11.3% | 5,161 | +0.7% | 0.02% | 0.0% |
| Q3 2022 | $204,000 | -8.9% | 5,124 | +2.0% | 0.02% | -5.9% |
| Q2 2022 | $224,000 | -14.2% | 5,022 | +2.4% | 0.02% | 0.0% |
| Q1 2022 | $261,000 | +0.8% | 4,906 | +0.3% | 0.02% | +6.2% |
| Q4 2021 | $259,000 | 0.0% | 4,893 | +1.1% | 0.02% | -11.1% |
| Q3 2021 | $259,000 | -40.6% | 4,839 | -39.5% | 0.02% | -37.9% |
| Q2 2021 | $436,000 | +7.7% | 8,001 | +1.4% | 0.03% | 0.0% |
| Q1 2021 | $405,000 | +7.7% | 7,891 | +0.2% | 0.03% | +3.6% |
| Q4 2020 | $376,000 | -11.7% | 7,874 | -23.6% | 0.03% | -31.7% |
| Q3 2020 | $426,000 | +7.6% | 10,313 | +1.6% | 0.04% | -29.3% |
| Q2 2020 | $396,000 | +6.5% | 10,154 | -9.8% | 0.06% | -10.8% |
| Q1 2020 | $372,000 | -85.0% | 11,261 | -78.3% | 0.06% | -89.8% |
| Q4 2019 | $2,477,000 | -1.3% | 51,789 | -8.6% | 0.64% | -4.1% |
| Q3 2019 | $2,510,000 | -7.4% | 56,653 | -1.7% | 0.67% | -9.5% |
| Q2 2019 | $2,712,000 | -35.6% | 57,635 | -35.5% | 0.74% | -95.0% |
| Q1 2019 | $4,210,000 | -19.1% | 89,360 | -28.1% | 14.84% | +1139.8% |
| Q4 2018 | $5,204,000 | -20.3% | 124,223 | -13.2% | 1.20% | -29.4% |
| Q3 2018 | $6,531,000 | -8.0% | 143,067 | -3.9% | 1.70% | -9.4% |
| Q2 2018 | $7,102,000 | -13.5% | 148,920 | -1.9% | 1.87% | -14.0% |
| Q1 2018 | $8,208,000 | -7.7% | 151,879 | -10.9% | 2.18% | -6.5% |
| Q4 2017 | $8,891,000 | -16.5% | 170,489 | -21.5% | 2.33% | -20.6% |
| Q3 2017 | $10,653,000 | -20.0% | 217,279 | -25.3% | 2.93% | -17.1% |
| Q2 2017 | $13,312,000 | -66.1% | 290,965 | -66.7% | 3.54% | -64.6% |
| Q1 2017 | $39,215,000 | +12.8% | 873,776 | -1.7% | 9.99% | +3.5% |
| Q4 2016 | $34,757,000 | -6.9% | 888,700 | -0.6% | 9.65% | -8.1% |
| Q3 2016 | $37,328,000 | +6.8% | 894,078 | -0.9% | 10.50% | +4.8% |
| Q2 2016 | $34,947,000 | +2.1% | 902,102 | -0.5% | 10.02% | -18.6% |
| Q1 2016 | $34,237,000 | +22.8% | 906,209 | +14.0% | 12.31% | +2.7% |
| Q4 2015 | $27,878,000 | +3.0% | 795,166 | +4.6% | 11.99% | -9.8% |
| Q3 2015 | $27,065,000 | -4.4% | 760,046 | +16.4% | 13.30% | +93.1% |
| Q2 2015 | $28,321,000 | -2.4% | 652,714 | -0.5% | 6.89% | -26.1% |
| Q1 2015 | $29,017,000 | +5.1% | 656,045 | +2.6% | 9.31% | -32.3% |
| Q4 2014 | $27,609,000 | -11.1% | 639,692 | -4.8% | 13.75% | +60.4% |
| Q3 2014 | $31,057,000 | -1.4% | 671,939 | +2.4% | 8.57% | -9.6% |
| Q2 2014 | $31,485,000 | +3.2% | 656,215 | +0.2% | 9.48% | +1.1% |
| Q1 2014 | $30,518,000 | +7.1% | 654,751 | +5.9% | 9.38% | +6.5% |
| Q4 2013 | $28,492,000 | +3.1% | 618,189 | +4.4% | 8.80% | -3.9% |
| Q3 2013 | $27,629,000 | +7.6% | 592,267 | +6.2% | 9.16% | -2.7% |
| Q2 2013 | $25,688,000 | – | 557,952 | – | 9.41% | – |
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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% |