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 | $9,626 | -0.6% | 208 | 0.0% | 0.00% | – |
| Q2 2023 | $9,682 | +1.6% | 208 | 0.0% | 0.00% | – |
| Q1 2023 | $9,528 | +4.1% | 208 | 0.0% | 0.00% | – |
| Q4 2022 | $9,153 | +1.7% | 208 | -10.3% | 0.00% | – |
| Q3 2022 | $9,000 | -55.0% | 232 | -49.3% | 0.00% | – |
| Q2 2022 | $20,000 | +66.7% | 458 | +106.3% | 0.00% | – |
| Q1 2022 | $12,000 | 0.0% | 222 | 0.0% | 0.00% | – |
| Q4 2021 | $12,000 | 0.0% | 222 | +1.4% | 0.00% | – |
| Q3 2021 | $12,000 | 0.0% | 219 | +1.4% | 0.00% | – |
| Q2 2021 | $12,000 | +9.1% | 216 | +1.4% | 0.00% | – |
| Q1 2021 | $11,000 | +10.0% | 213 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | -73.0% | 213 | -75.7% | 0.00% | -100.0% |
| Q3 2016 | $37,000 | +8.8% | 878 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $34,000 | -76.6% | 878 | -77.1% | 0.00% | -77.8% |
| Q1 2016 | $145,000 | +1.4% | 3,826 | -6.1% | 0.02% | -30.8% |
| Q4 2015 | $143,000 | -56.7% | 4,073 | -56.1% | 0.03% | -77.8% |
| Q3 2015 | $330,000 | -11.3% | 9,273 | +8.2% | 0.12% | -12.0% |
| Q2 2015 | $372,000 | -1.8% | 8,573 | 0.0% | 0.13% | -5.7% |
| Q1 2015 | $379,000 | -74.6% | 8,573 | -75.2% | 0.14% | -75.0% |
| Q4 2014 | $1,492,000 | +3.2% | 34,564 | +10.5% | 0.56% | +0.4% |
| Q3 2014 | $1,446,000 | +542.7% | 31,286 | +567.5% | 0.56% | +456.4% |
| Q2 2014 | $225,000 | -86.4% | 4,687 | -86.8% | 0.10% | -86.1% |
| Q1 2014 | $1,655,000 | +666.2% | 35,499 | +658.5% | 0.72% | +577.6% |
| Q4 2013 | $216,000 | -14.6% | 4,680 | -13.6% | 0.11% | -18.3% |
| Q3 2013 | $253,000 | – | 5,419 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 296,643 | $11,812,000 | 6.73% |
| Aprio Wealth Management, LLC | 388,403 | $15,466,000 | 6.21% |
| Financial Planning & Information Services, Inc. | 496,372 | $19,766,000 | 4.79% |
| WADDELL & ASSOCIATES, LLC | 586,445 | $23,352,000 | 4.52% |
| Great Point Wealth Advisors, LLC | 295,494 | $11,767,000 | 4.39% |
| Shore Point Advisors, LLC | 97,247 | $3,872,000 | 3.78% |
| Neumann Capital Management, LLC | 165,401 | $6,586,000 | 3.39% |
| Baker Ellis Asset Management LLC | 220,971 | $8,799,000 | 1.92% |
| Creative Planning | 26,884,747 | $1,070,551,000 | 1.85% |
| Tacita Capital Inc | 55,200 | $2,198,000 | 1.70% |