WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 172 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,404,000 | -7.9% | 45,410 | -6.9% | 0.60% | -15.1% |
| Q3 2021 | $2,609,000 | -1.7% | 48,780 | +0.1% | 0.71% | -4.2% |
| Q2 2021 | $2,654,000 | +7.4% | 48,731 | +1.2% | 0.74% | +1.2% |
| Q1 2021 | $2,470,000 | +8.9% | 48,151 | +1.3% | 0.73% | +2.5% |
| Q4 2020 | $2,268,000 | +5.9% | 47,523 | -8.3% | 0.71% | -9.7% |
| Q3 2020 | $2,142,000 | -14.8% | 51,821 | -19.5% | 0.79% | -17.2% |
| Q2 2020 | $2,513,000 | -47.5% | 64,409 | -55.5% | 0.96% | -41.4% |
| Q1 2020 | $4,786,000 | -29.1% | 144,890 | +2.6% | 1.63% | -7.0% |
| Q4 2019 | $6,752,000 | +11.6% | 141,190 | +3.4% | 1.75% | +0.2% |
| Q3 2019 | $6,048,000 | -2.6% | 136,505 | +3.4% | 1.75% | -17.5% |
| Q2 2019 | $6,211,000 | +1.3% | 132,010 | +1.4% | 2.12% | +1.6% |
| Q1 2019 | $6,131,000 | +15.0% | 130,130 | +2.2% | 2.09% | +3.3% |
| Q4 2018 | $5,333,000 | -8.4% | 127,315 | -0.2% | 2.02% | +1.7% |
| Q3 2018 | $5,823,000 | -5.5% | 127,569 | -1.2% | 1.99% | -9.8% |
| Q2 2018 | $6,160,000 | -9.0% | 129,179 | +3.1% | 2.20% | -17.0% |
| Q1 2018 | $6,772,000 | +196.0% | 125,314 | +185.6% | 2.66% | +199.1% |
| Q4 2017 | $2,288,000 | +14.1% | 43,878 | +7.4% | 0.89% | +8.2% |
| Q3 2017 | $2,005,000 | +17.6% | 40,873 | +9.6% | 0.82% | +9.6% |
| Q2 2017 | $1,705,000 | +5.6% | 37,278 | +3.6% | 0.75% | +3.3% |
| Q1 2017 | $1,614,000 | +17.6% | 35,978 | +2.5% | 0.72% | +12.1% |
| Q4 2016 | $1,373,000 | -5.2% | 35,113 | +1.3% | 0.65% | -5.4% |
| Q3 2016 | $1,448,000 | +10.5% | 34,673 | +2.5% | 0.68% | +5.7% |
| Q2 2016 | $1,311,000 | +3.2% | 33,838 | +0.6% | 0.65% | +4.0% |
| Q1 2016 | $1,270,000 | +11.6% | 33,620 | +3.6% | 0.62% | +11.7% |
| Q4 2015 | $1,138,000 | +3.9% | 32,453 | +5.5% | 0.56% | +2.4% |
| Q3 2015 | $1,095,000 | -16.7% | 30,749 | +1.5% | 0.54% | -13.2% |
| Q2 2015 | $1,315,000 | -0.4% | 30,294 | +1.5% | 0.63% | +1.1% |
| Q1 2015 | $1,320,000 | +4.6% | 29,844 | +2.1% | 0.62% | +6.7% |
| Q4 2014 | $1,262,000 | -0.6% | 29,229 | +6.4% | 0.58% | -7.5% |
| Q3 2014 | $1,270,000 | +2.6% | 27,470 | +6.5% | 0.63% | +2.3% |
| Q2 2014 | $1,238,000 | – | 25,800 | – | 0.61% | – |
Download | ||||||
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% |