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 | $1,470,556,161 | +2.3% | 31,788,936 | +2.9% | 1.96% | +2.5% |
| Q2 2023 | $1,437,356,561 | +8.5% | 30,890,964 | +6.7% | 1.92% | +0.3% |
| Q1 2023 | $1,325,138,076 | +6.6% | 28,939,465 | +2.4% | 1.91% | +2.1% |
| Q4 2022 | $1,242,893,330 | +16.1% | 28,253,997 | +5.1% | 1.87% | +1.0% |
| Q3 2022 | $1,070,551,000 | -5.1% | 26,884,747 | +6.4% | 1.85% | -0.4% |
| Q2 2022 | $1,127,975,000 | -9.0% | 25,268,259 | +8.7% | 1.86% | -3.2% |
| Q1 2022 | $1,238,976,000 | +12.7% | 23,245,326 | +11.9% | 1.92% | +8.6% |
| Q4 2021 | $1,099,696,000 | +11.1% | 20,780,339 | +12.3% | 1.77% | +0.6% |
| Q3 2021 | $989,486,000 | +9.1% | 18,501,987 | +11.1% | 1.76% | +9.1% |
| Q2 2021 | $906,912,000 | +18.9% | 16,646,691 | +11.9% | 1.61% | +4.7% |
| Q1 2021 | $762,781,000 | +23.2% | 14,871,917 | +14.6% | 1.54% | +12.8% |
| Q4 2020 | $619,059,000 | +30.3% | 12,972,731 | +12.9% | 1.36% | +9.8% |
| Q3 2020 | $475,152,000 | +14.1% | 11,490,988 | +7.6% | 1.24% | +2.9% |
| Q2 2020 | $416,463,000 | +53.7% | 10,675,800 | +30.2% | 1.20% | +25.4% |
| Q1 2020 | $270,899,000 | -5.4% | 8,201,609 | +37.0% | 0.96% | +11.9% |
| Q4 2019 | $286,272,000 | +55.8% | 5,986,446 | +44.3% | 0.86% | +43.6% |
| Q3 2019 | $183,741,000 | +165.6% | 4,147,648 | +182.1% | 0.60% | +156.7% |
| Q2 2019 | $69,168,000 | +14903.9% | 1,470,095 | +14911.7% | 0.23% | +11550.0% |
| Q1 2019 | $461,000 | +27.3% | 9,793 | +13.5% | 0.00% | +100.0% |
| Q4 2018 | $362,000 | +2.5% | 8,631 | +11.7% | 0.00% | 0.0% |
| Q3 2018 | $353,000 | +12.1% | 7,725 | +17.1% | 0.00% | 0.0% |
| Q2 2018 | $315,000 | -21.4% | 6,599 | -11.0% | 0.00% | -50.0% |
| Q1 2018 | $401,000 | +2.0% | 7,417 | -1.7% | 0.00% | 0.0% |
| Q4 2017 | $393,000 | +22.4% | 7,543 | +15.4% | 0.00% | +100.0% |
| Q3 2017 | $321,000 | +7.4% | 6,537 | -0.1% | 0.00% | -50.0% |
| Q2 2017 | $299,000 | -76.4% | 6,545 | -76.8% | 0.00% | -71.4% |
| Q1 2017 | $1,265,000 | +653.0% | 28,186 | +556.9% | 0.01% | +600.0% |
| Q4 2016 | $168,000 | -47.5% | 4,291 | -44.1% | 0.00% | -50.0% |
| Q3 2016 | $320,000 | +60.0% | 7,674 | +48.9% | 0.00% | +100.0% |
| Q2 2016 | $200,000 | +8.1% | 5,155 | +5.2% | 0.00% | 0.0% |
| Q1 2016 | $185,000 | -19.6% | 4,902 | -25.4% | 0.00% | -50.0% |
| Q4 2015 | $230,000 | -5.0% | 6,567 | -3.5% | 0.00% | 0.0% |
| Q3 2015 | $242,000 | -25.3% | 6,808 | -7.0% | 0.00% | -33.3% |
| Q1 2015 | $324,000 | -7.7% | 7,323 | -9.9% | 0.00% | -25.0% |
| Q4 2014 | $351,000 | +251.0% | 8,128 | +275.1% | 0.00% | +300.0% |
| Q3 2014 | $100,000 | -18.0% | 2,167 | -14.9% | 0.00% | -50.0% |
| Q2 2014 | $122,000 | -13.5% | 2,545 | -16.1% | 0.00% | 0.0% |
| Q1 2014 | $141,000 | +1.4% | 3,034 | +0.7% | 0.00% | 0.0% |
| Q4 2013 | $139,000 | -6.7% | 3,014 | -5.5% | 0.00% | -33.3% |
| Q3 2013 | $149,000 | +40.6% | 3,188 | +38.3% | 0.00% | +50.0% |
| Q2 2013 | $106,000 | – | 2,305 | – | 0.00% | – |
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% |