WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $48,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $48,000 | -2.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $49,000 | +6.5% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $46,000 | -42.5% | 900 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $80,000 | +116.2% | 1,800 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $37,000 | +5.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $35,000 | +16.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $30,000 | -63.9% | 900 | -50.0% | 0.00% | -33.3% |
| Q4 2019 | $83,000 | +107.5% | 1,800 | +100.0% | 0.00% | 0.0% |
| Q3 2019 | $40,000 | -4.8% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $42,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $42,000 | +10.5% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $38,000 | -7.3% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $41,000 | -4.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $43,000 | -12.2% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $49,000 | +4.3% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $47,000 | +6.8% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $44,000 | +7.3% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $41,000 | +2.5% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $40,000 | +14.3% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $35,000 | -7.9% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $38,000 | +8.6% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $35,000 | +2.9% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $34,000 | -46.0% | 900 | -50.0% | 0.00% | -40.0% |
| Q4 2015 | $63,000 | -1.6% | 1,800 | 0.0% | 0.01% | -16.7% |
| Q3 2015 | $64,000 | -28.1% | 1,800 | -12.2% | 0.01% | -14.3% |
| Q2 2015 | $89,000 | -2.2% | 2,050 | 0.0% | 0.01% | -12.5% |
| Q1 2015 | $91,000 | +16.7% | 2,050 | +13.9% | 0.01% | +33.3% |
| Q4 2014 | $78,000 | -6.0% | 1,800 | 0.0% | 0.01% | -14.3% |
| Q3 2014 | $83,000 | -3.5% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $86,000 | +2.4% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $84,000 | – | 1,800 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |