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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,346,736 | -30.2% | 50,729 | -29.8% | 0.04% | -30.2% |
| Q2 2023 | $3,360,517 | +1.8% | 72,223 | +0.1% | 0.05% | -3.6% |
| Q1 2023 | $3,302,602 | +3.9% | 72,125 | -0.2% | 0.06% | -5.2% |
| Q4 2022 | $3,178,617 | +13.7% | 72,258 | +2.9% | 0.06% | -21.6% |
| Q3 2022 | $2,796,000 | -4.6% | 70,219 | +6.9% | 0.07% | +10.4% |
| Q2 2022 | $2,932,000 | +5.2% | 65,676 | +25.6% | 0.07% | +19.6% |
| Q1 2022 | $2,788,000 | +15.3% | 52,304 | +14.5% | 0.06% | +14.3% |
| Q4 2021 | $2,417,000 | +11.1% | 45,673 | +12.3% | 0.05% | +16.7% |
| Q3 2021 | $2,175,000 | +569.2% | 40,678 | +345.2% | 0.04% | +35.5% |
| Q3 2015 | $325,000 | -31.1% | 9,136 | -15.9% | 0.03% | -22.5% |
| Q2 2015 | $472,000 | -14.6% | 10,864 | -13.0% | 0.04% | -21.6% |
| Q1 2015 | $553,000 | +12.2% | 12,490 | +9.4% | 0.05% | +6.2% |
| Q4 2014 | $493,000 | -6.6% | 11,422 | 0.0% | 0.05% | +20.0% |
| Q3 2014 | $528,000 | -4.5% | 11,422 | -0.9% | 0.04% | -35.5% |
| Q2 2014 | $553,000 | +3.8% | 11,522 | +0.9% | 0.06% | -15.1% |
| Q1 2014 | $533,000 | +5.1% | 11,422 | +3.8% | 0.07% | -2.7% |
| Q4 2013 | $507,000 | – | 11,000 | – | 0.08% | – |
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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% |