WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 166 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,716 | +3.1% | 101,942 | +3.7% | 0.79% | +5.3% |
| Q2 2023 | $4,576 | +6.6% | 98,337 | +4.9% | 0.75% | +2.0% |
| Q1 2023 | $4,292 | +16.8% | 93,732 | +12.2% | 0.74% | +8.7% |
| Q4 2022 | $3,676 | -99.9% | 83,572 | +2.1% | 0.68% | +3.7% |
| Q3 2022 | $3,260,000 | -8.1% | 81,867 | +3.0% | 0.65% | -4.1% |
| Q2 2022 | $3,547,000 | -11.7% | 79,462 | +5.5% | 0.68% | -1.2% |
| Q1 2022 | $4,016,000 | +11.4% | 75,341 | +10.6% | 0.69% | +14.5% |
| Q4 2021 | $3,606,000 | +12.9% | 68,146 | +14.1% | 0.60% | +1.7% |
| Q3 2021 | $3,194,000 | +9.6% | 59,716 | +11.6% | 0.59% | +4.6% |
| Q2 2021 | $2,915,000 | +9.1% | 53,506 | +2.8% | 0.56% | -0.5% |
| Q1 2021 | $2,671,000 | +18.0% | 52,071 | +9.8% | 0.57% | +2.9% |
| Q4 2020 | $2,263,000 | +15.9% | 47,421 | +0.4% | 0.55% | -2.5% |
| Q3 2020 | $1,952,000 | +14.2% | 47,212 | +7.8% | 0.57% | +2.5% |
| Q2 2020 | $1,709,000 | +20.0% | 43,807 | +1.6% | 0.55% | +0.2% |
| Q1 2020 | $1,424,000 | -32.3% | 43,107 | -2.0% | 0.55% | -11.8% |
| Q4 2019 | $2,103,000 | +24.1% | 43,970 | +15.0% | 0.62% | +10.4% |
| Q3 2019 | $1,694,000 | +0.9% | 38,239 | +7.1% | 0.57% | +1.3% |
| Q2 2019 | $1,679,000 | +10.7% | 35,694 | +10.9% | 0.56% | +5.1% |
| Q1 2019 | $1,517,000 | +30.1% | 32,199 | +15.6% | 0.53% | +13.7% |
| Q4 2018 | $1,166,000 | +32.8% | 27,844 | +44.8% | 0.47% | +51.5% |
| Q3 2018 | $878,000 | +227.6% | 19,234 | +241.7% | 0.31% | +202.9% |
| Q2 2018 | $268,000 | -89.8% | 5,629 | -91.0% | 0.10% | -91.2% |
| Q3 2016 | $2,615,000 | +10.6% | 62,623 | +2.6% | 1.16% | +6.6% |
| Q2 2016 | $2,364,000 | +9.0% | 61,033 | +6.3% | 1.08% | +4.3% |
| Q1 2016 | $2,169,000 | +43.2% | 57,408 | +32.8% | 1.04% | +27.3% |
| Q4 2015 | $1,515,000 | +4.4% | 43,218 | +6.1% | 0.82% | -4.4% |
| Q3 2015 | $1,451,000 | -14.7% | 40,748 | +4.0% | 0.85% | -3.8% |
| Q2 2015 | $1,701,000 | -1.7% | 39,198 | +0.2% | 0.89% | -0.7% |
| Q1 2015 | $1,730,000 | +2.9% | 39,123 | +0.4% | 0.89% | +3.4% |
| Q4 2014 | $1,682,000 | +16.0% | 38,981 | +24.3% | 0.86% | +15.2% |
| Q3 2014 | $1,450,000 | +2.4% | 31,370 | +6.3% | 0.75% | +5.5% |
| Q2 2014 | $1,416,000 | +12.1% | 29,515 | +9.0% | 0.71% | -4.2% |
| Q1 2014 | $1,263,000 | +3.9% | 27,090 | +2.7% | 0.74% | -1.6% |
| Q4 2013 | $1,216,000 | +3.9% | 26,390 | +5.3% | 0.76% | -4.3% |
| Q3 2013 | $1,170,000 | +12.2% | 25,070 | +10.6% | 0.79% | +5.9% |
| Q2 2013 | $1,043,000 | – | 22,665 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 296,643 | $11,812,000 | 6.73% |
| Aprio Wealth Management, LLC | 388,403 | $15,466,000 | 6.21% |
| Financial Planning & Information Services, Inc. | 496,372 | $19,766,000 | 4.79% |
| WADDELL & ASSOCIATES, LLC | 586,445 | $23,352,000 | 4.52% |
| Great Point Wealth Advisors, LLC | 295,494 | $11,767,000 | 4.39% |
| Shore Point Advisors, LLC | 97,247 | $3,872,000 | 3.78% |
| Neumann Capital Management, LLC | 165,401 | $6,586,000 | 3.39% |
| Baker Ellis Asset Management LLC | 220,971 | $8,799,000 | 1.92% |
| Creative Planning | 26,884,747 | $1,070,551,000 | 1.85% |
| Tacita Capital Inc | 55,200 | $2,198,000 | 1.70% |