WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 141 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4 | +100.0% | 97 | +61.7% | 0.00% | – |
| Q2 2023 | $2 | -98.9% | 60 | -98.5% | 0.00% | – |
| Q1 2023 | $183 | -11.2% | 4,006 | -14.8% | 0.00% | – |
| Q4 2022 | $206 | -99.4% | 4,704 | +474.4% | 0.00% | – |
| Q3 2022 | $32,000 | -69.5% | 819 | -65.4% | 0.00% | – |
| Q2 2022 | $105,000 | +1212.5% | 2,366 | +1436.4% | 0.00% | – |
| Q4 2021 | $8,000 | -89.3% | 154 | -88.9% | 0.00% | – |
| Q3 2021 | $75,000 | -6.2% | 1,384 | -6.5% | 0.00% | – |
| Q2 2021 | $80,000 | +27.0% | 1,480 | +10.4% | 0.00% | – |
| Q4 2020 | $63,000 | +384.6% | 1,341 | +299.1% | 0.00% | – |
| Q3 2020 | $13,000 | -84.1% | 336 | -86.5% | 0.00% | – |
| Q1 2020 | $82,000 | +26.2% | 2,487 | +81.8% | 0.00% | – |
| Q4 2019 | $65,000 | +400.0% | 1,368 | +350.0% | 0.00% | – |
| Q3 2019 | $13,000 | 0.0% | 304 | +5.6% | 0.00% | – |
| Q2 2019 | $13,000 | -78.3% | 288 | -77.5% | 0.00% | – |
| Q1 2019 | $60,000 | +5900.0% | 1,280 | +3182.1% | 0.00% | – |
| Q4 2018 | $1,000 | -75.0% | 39 | -55.7% | 0.00% | – |
| Q3 2018 | $4,000 | -81.8% | 88 | -81.6% | 0.00% | – |
| Q2 2018 | $22,000 | -62.1% | 478 | -55.5% | 0.00% | -100.0% |
| Q1 2018 | $58,000 | +625.0% | 1,075 | +503.9% | 0.00% | – |
| Q3 2017 | $8,000 | -57.9% | 178 | -61.4% | 0.00% | -100.0% |
| Q3 2016 | $19,000 | – | 461 | +5022.2% | 0.00% | – |
| Q2 2015 | $0 | -100.0% | 9 | -93.9% | 0.00% | -100.0% |
| Q1 2015 | $6,000 | – | 147 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
| Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
| Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
| Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
| Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
| MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
| O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
| Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
| Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |