WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 153 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,467,785 | -2.5% | 204,665 | -2.0% | 0.64% | +0.9% |
| Q2 2023 | $9,714,782 | -0.9% | 208,785 | -2.4% | 0.64% | -7.0% |
| Q1 2023 | $9,798,921 | +2.9% | 213,997 | -1.1% | 0.68% | -29.4% |
| Q4 2022 | $9,520,367 | +5.3% | 216,421 | -4.7% | 0.97% | +22.8% |
| Q3 2022 | $9,040,000 | -5.3% | 227,023 | +6.2% | 0.79% | -1.1% |
| Q2 2022 | $9,546,000 | -21.1% | 213,850 | -5.8% | 0.80% | -13.7% |
| Q1 2022 | $12,102,000 | -16.7% | 227,062 | -17.3% | 0.92% | -10.3% |
| Q4 2021 | $14,532,000 | +1.3% | 274,609 | +2.3% | 1.03% | -24.9% |
| Q3 2021 | $14,351,000 | +2.3% | 268,336 | +4.2% | 1.37% | -21.1% |
| Q2 2021 | $14,031,000 | +5.6% | 257,542 | -0.6% | 1.74% | -4.5% |
| Q1 2021 | $13,290,000 | -6.8% | 259,112 | -13.3% | 1.82% | -16.3% |
| Q4 2020 | $14,262,000 | +6.4% | 298,878 | -7.8% | 2.18% | -11.6% |
| Q3 2020 | $13,409,000 | +4.3% | 324,271 | -1.6% | 2.46% | +3.5% |
| Q2 2020 | $12,851,000 | +26.5% | 329,439 | +7.2% | 2.38% | +12.0% |
| Q1 2020 | $10,155,000 | -25.8% | 307,434 | +7.4% | 2.12% | -10.8% |
| Q4 2019 | $13,683,000 | +13.9% | 286,140 | +5.5% | 2.38% | +8.5% |
| Q3 2019 | $12,013,000 | -3.6% | 271,176 | +2.4% | 2.20% | +0.9% |
| Q2 2019 | $12,462,000 | +1.4% | 264,875 | +1.5% | 2.18% | +1.3% |
| Q1 2019 | $12,289,000 | +13.0% | 260,866 | +0.5% | 2.15% | +6.1% |
| Q4 2018 | $10,877,000 | -3.4% | 259,653 | +5.2% | 2.02% | +5.0% |
| Q3 2018 | $11,262,000 | -3.2% | 246,707 | +1.2% | 1.93% | -2.5% |
| Q2 2018 | $11,629,000 | -12.0% | 243,842 | -0.3% | 1.98% | -11.3% |
| Q1 2018 | $13,215,000 | -1.3% | 244,543 | -4.7% | 2.23% | -0.0% |
| Q4 2017 | $13,388,000 | +4.3% | 256,730 | -1.9% | 2.23% | +1.1% |
| Q3 2017 | $12,832,000 | +3.0% | 261,715 | -3.9% | 2.20% | +20.2% |
| Q2 2017 | $12,461,000 | -0.1% | 272,363 | -2.0% | 1.83% | +5.0% |
| Q1 2017 | $12,479,000 | +9.2% | 278,061 | -4.9% | 1.75% | +6.7% |
| Q4 2016 | $11,431,000 | -7.3% | 292,275 | -1.1% | 1.64% | -9.8% |
| Q3 2016 | $12,335,000 | -6.0% | 295,451 | -12.8% | 1.81% | -13.0% |
| Q2 2016 | $13,119,000 | +2.6% | 338,634 | +0.1% | 2.08% | -9.3% |
| Q1 2016 | $12,786,000 | +10.1% | 338,441 | +2.2% | 2.30% | -9.2% |
| Q4 2015 | $11,610,000 | +1.2% | 331,148 | +2.8% | 2.53% | -1.2% |
| Q3 2015 | $11,471,000 | -7.3% | 322,127 | +13.0% | 2.56% | -0.7% |
| Q2 2015 | $12,372,000 | +1.2% | 285,139 | +3.1% | 2.58% | -0.8% |
| Q1 2015 | $12,230,000 | +8.6% | 276,503 | +6.0% | 2.60% | +1.0% |
| Q4 2014 | $11,261,000 | -2.6% | 260,923 | +4.3% | 2.58% | -3.7% |
| Q3 2014 | $11,564,000 | -1.1% | 250,200 | +2.6% | 2.67% | +0.3% |
| Q2 2014 | $11,698,000 | +3.0% | 243,812 | +0.1% | 2.67% | -2.7% |
| Q1 2014 | $11,353,000 | +10.1% | 243,567 | +8.9% | 2.74% | +9.8% |
| Q4 2013 | $10,307,000 | +4.6% | 223,627 | +5.9% | 2.50% | -1.2% |
| Q3 2013 | $9,853,000 | +8.5% | 211,210 | +7.1% | 2.53% | -0.4% |
| Q2 2013 | $9,080,000 | – | 197,229 | – | 2.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 211,599 | $8,864,000 | 7.65% |
| Great Point Wealth Advisors, LLC | 175,069 | $7,333,000 | 6.94% |
| America First Investment Advisors, LLC | 271,851 | $11,388,000 | 3.81% |
| Neumann Capital Management, LLC | 120,396 | $5,043,000 | 3.80% |
| Financial Planning & Information Services, Inc. | 182,924 | $7,663,000 | 3.79% |
| White Pine Investment CO | 130,344 | $5,460,000 | 2.92% |
| Stratford Consulting, LLC | 150,142 | $6,289,000 | 2.53% |
| Biltmore Family Office, LLC | 95,489 | $4,000,000 | 2.26% |
| Efficient Advisors, LLC | 259,653 | $10,877,000 | 2.02% |
| Community Financial Services Group, LLC | 127,315 | $5,333,000 | 2.02% |