WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 180 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $245,658 | -41.6% | 5,123 | -43.9% | 0.01% | -48.0% |
| Q1 2023 | $420,789 | -8.5% | 9,136 | -7.5% | 0.02% | -10.7% |
| Q4 2022 | $459,703 | +10.5% | 9,880 | -1.2% | 0.03% | -6.7% |
| Q3 2022 | $416,000 | -22.1% | 10,005 | -15.7% | 0.03% | -23.1% |
| Q2 2022 | $534,000 | -22.0% | 11,862 | -16.6% | 0.04% | -25.0% |
| Q1 2022 | $685,000 | -5.6% | 14,222 | +3.0% | 0.05% | +2.0% |
| Q4 2021 | $726,000 | +4.3% | 13,811 | +5.7% | 0.05% | +4.1% |
| Q3 2021 | $696,000 | -49.7% | 13,062 | -49.1% | 0.05% | -3.9% |
| Q2 2021 | $1,384,000 | +99.4% | 25,668 | +99.0% | 0.05% | -10.5% |
| Q1 2021 | $694,000 | +9.8% | 12,898 | -0.3% | 0.06% | -5.0% |
| Q4 2020 | $632,000 | +28.7% | 12,936 | +10.3% | 0.06% | +3.4% |
| Q3 2020 | $491,000 | -8.9% | 11,732 | -9.7% | 0.06% | -13.4% |
| Q2 2020 | $539,000 | +15.2% | 12,993 | -0.9% | 0.07% | -6.9% |
| Q1 2020 | $468,000 | -36.2% | 13,112 | -13.8% | 0.07% | -20.0% |
| Q4 2019 | $734,000 | +15.4% | 15,210 | +9.6% | 0.09% | 0.0% |
| Q3 2019 | $636,000 | -5.2% | 13,879 | -1.8% | 0.09% | -6.2% |
| Q2 2019 | $671,000 | -5.9% | 14,130 | -3.6% | 0.10% | -9.4% |
| Q1 2019 | $713,000 | +14.8% | 14,663 | +3.5% | 0.11% | +15.2% |
| Q4 2018 | $621,000 | +10.5% | 14,168 | +1.1% | 0.09% | +9.5% |
| Q3 2018 | $562,000 | -7.6% | 14,016 | +10.0% | 0.08% | -10.6% |
| Q2 2018 | $608,000 | -8.2% | 12,744 | +4.0% | 0.09% | -17.5% |
| Q1 2018 | $662,000 | +2.0% | 12,249 | -1.6% | 0.11% | +7.5% |
| Q4 2017 | $649,000 | +11.7% | 12,449 | +5.0% | 0.11% | +7.1% |
| Q3 2017 | $581,000 | +21.3% | 11,852 | +3.8% | 0.10% | -20.8% |
| Q2 2017 | $479,000 | +87.8% | 11,417 | +100.7% | 0.12% | +73.6% |
| Q1 2017 | $255,000 | +254.2% | 5,690 | +210.4% | 0.07% | +176.9% |
| Q4 2016 | $72,000 | -22.6% | 1,833 | -17.6% | 0.03% | -29.7% |
| Q3 2016 | $93,000 | -31.6% | 2,225 | -36.4% | 0.04% | -43.1% |
| Q2 2016 | $136,000 | -26.9% | 3,498 | -29.0% | 0.06% | -32.3% |
| Q1 2016 | $186,000 | +7.5% | 4,929 | 0.0% | 0.10% | +15.7% |
| Q4 2015 | $173,000 | -33.5% | 4,929 | -32.5% | 0.08% | -42.8% |
| Q3 2015 | $260,000 | -64.0% | 7,298 | -56.3% | 0.14% | -55.9% |
| Q2 2015 | $723,000 | +93.3% | 16,703 | +92.9% | 0.33% | +99.4% |
| Q1 2015 | $374,000 | -3.1% | 8,661 | -3.2% | 0.16% | +1.2% |
| Q4 2014 | $386,000 | – | 8,949 | – | 0.16% | – |
Download | ||||||
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% |