WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 182 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $372,000 | +14.1% | 6,949 | +16.1% | 0.01% | 0.0% |
| Q2 2021 | $326,000 | +6.9% | 5,986 | +0.7% | 0.01% | 0.0% |
| Q1 2021 | $305,000 | +7.8% | 5,945 | +0.1% | 0.01% | 0.0% |
| Q4 2020 | $283,000 | +17.4% | 5,939 | +1.9% | 0.01% | 0.0% |
| Q3 2020 | $241,000 | +17.6% | 5,830 | -6.1% | 0.01% | -33.3% |
| Q1 2020 | $205,000 | -43.4% | 6,210 | -17.9% | 0.01% | -29.4% |
| Q4 2019 | $362,000 | +38.2% | 7,566 | +28.1% | 0.02% | +30.8% |
| Q3 2019 | $262,000 | -4.0% | 5,907 | +2.0% | 0.01% | -7.1% |
| Q2 2019 | $273,000 | +9.2% | 5,792 | +9.3% | 0.01% | +7.7% |
| Q1 2019 | $250,000 | +19.0% | 5,300 | +15.0% | 0.01% | 0.0% |
| Q3 2018 | $210,000 | -28.1% | 4,608 | -24.8% | 0.01% | -38.1% |
| Q2 2018 | $292,000 | -88.0% | 6,127 | -86.3% | 0.02% | -87.5% |
| Q1 2018 | $2,425,000 | +8.2% | 44,877 | +4.4% | 0.17% | +9.1% |
| Q4 2017 | $2,242,000 | +4.1% | 42,997 | -2.1% | 0.15% | -9.4% |
| Q3 2017 | $2,153,000 | +7.3% | 43,912 | +0.1% | 0.17% | -3.4% |
| Q2 2017 | $2,007,000 | +1.1% | 43,862 | -0.8% | 0.18% | +2.9% |
| Q1 2017 | $1,985,000 | +17.0% | 44,228 | +2.0% | 0.17% | +11.8% |
| Q4 2016 | $1,696,000 | -12.7% | 43,355 | -6.8% | 0.15% | -14.0% |
| Q3 2016 | $1,942,000 | +98.4% | 46,524 | +84.1% | 0.18% | +91.4% |
| Q2 2016 | $979,000 | +5.6% | 25,270 | +3.0% | 0.09% | +2.2% |
| Q1 2016 | $927,000 | -2.2% | 24,531 | -9.2% | 0.09% | +5.8% |
| Q4 2015 | $948,000 | -28.4% | 27,031 | -27.3% | 0.09% | -38.1% |
| Q3 2015 | $1,324,000 | -26.8% | 37,173 | -10.8% | 0.14% | -21.5% |
| Q2 2015 | $1,808,000 | -3.8% | 41,674 | -1.9% | 0.18% | -3.8% |
| Q1 2015 | $1,879,000 | +5.1% | 42,493 | +2.6% | 0.18% | +1.7% |
| Q4 2014 | $1,788,000 | -11.8% | 41,423 | -5.6% | 0.18% | -11.7% |
| Q3 2014 | $2,028,000 | +105.7% | 43,870 | +113.4% | 0.20% | +83.0% |
| Q2 2014 | $986,000 | +334.4% | 20,556 | +321.8% | 0.11% | +273.3% |
| Q1 2014 | $227,000 | -3.8% | 4,873 | -4.7% | 0.03% | -9.1% |
| Q4 2013 | $236,000 | – | 5,116 | – | 0.03% | – |
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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% |