WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 171 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,683,133 | -0.2% | 36,384 | +0.4% | 0.01% | -8.3% |
| Q2 2023 | $1,687,009 | +2.3% | 36,256 | +0.7% | 0.01% | 0.0% |
| Q1 2023 | $1,649,263 | +3.0% | 36,018 | -1.0% | 0.01% | -7.7% |
| Q4 2022 | $1,601,080 | +132.7% | 36,396 | +152.3% | 0.01% | -18.8% |
| Q4 2020 | $688,000 | +14.7% | 14,423 | -0.6% | 0.02% | 0.0% |
| Q3 2020 | $600,000 | -1.0% | 14,513 | -6.6% | 0.02% | 0.0% |
| Q2 2020 | $606,000 | -29.5% | 15,533 | -40.2% | 0.02% | -42.9% |
| Q1 2020 | $859,000 | -45.2% | 25,994 | -21.0% | 0.03% | -33.3% |
| Q4 2019 | $1,568,000 | +5.9% | 32,892 | -1.5% | 0.04% | -6.7% |
| Q3 2019 | $1,481,000 | -7.1% | 33,386 | -1.8% | 0.04% | -8.2% |
| Q2 2019 | $1,595,000 | -4.3% | 33,995 | -4.2% | 0.05% | -9.3% |
| Q1 2019 | $1,667,000 | -73.7% | 35,469 | -76.5% | 0.05% | -78.0% |
| Q4 2018 | $6,340,000 | -11.2% | 151,145 | -3.3% | 0.24% | -1.2% |
| Q3 2018 | $7,137,000 | -7.4% | 156,346 | +9.6% | 0.25% | -26.8% |
| Q1 2018 | $7,711,000 | -4.8% | 142,636 | -8.1% | 0.34% | -0.3% |
| Q4 2017 | $8,096,000 | +8.7% | 155,229 | +2.0% | 0.34% | +0.3% |
| Q3 2017 | $7,447,000 | +18.9% | 152,142 | +11.1% | 0.34% | +14.9% |
| Q2 2017 | $6,265,000 | +75.0% | 136,897 | +71.9% | 0.30% | +72.5% |
| Q1 2017 | $3,579,000 | +74.9% | 79,633 | +52.1% | 0.17% | +61.3% |
| Q4 2016 | $2,046,000 | +501.8% | 52,351 | +543.4% | 0.11% | +715.4% |
| Q3 2016 | $340,000 | -85.9% | 8,136 | -88.2% | 0.01% | -91.6% |
| Q4 2015 | $2,410,000 | -10.1% | 68,743 | -8.6% | 0.15% | -15.8% |
| Q3 2015 | $2,680,000 | -13.5% | 75,174 | +7.3% | 0.18% | -8.0% |
| Q2 2015 | $3,099,000 | 0.0% | 70,046 | 0.0% | 0.20% | 0.0% |
| Q1 2015 | $3,099,000 | +4.5% | 70,046 | +1.9% | 0.20% | -5.2% |
| Q4 2014 | $2,965,000 | -7.2% | 68,727 | -0.6% | 0.21% | -3.7% |
| Q3 2014 | $3,196,000 | -3.6% | 69,118 | +0.1% | 0.22% | 0.0% |
| Q2 2014 | $3,315,000 | +0.7% | 69,031 | -2.3% | 0.22% | -7.6% |
| Q1 2014 | $3,291,000 | +1170.7% | 70,662 | +1159.8% | 0.24% | +1080.0% |
| Q4 2013 | $259,000 | +18.8% | 5,609 | +32.6% | 0.02% | -9.1% |
| Q1 2013 | $218,000 | – | 4,230 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |