WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 186 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,790,226 | +11.3% | 60,316 | +16.5% | 0.02% | +13.6% |
| Q2 2023 | $2,505,865 | +11.9% | 51,795 | +5.9% | 0.02% | +4.8% |
| Q1 2023 | $2,239,637 | +102.2% | 48,911 | +35.9% | 0.02% | -62.5% |
| Q4 2022 | $1,107,474 | -16.5% | 35,995 | +8.0% | 0.06% | +273.3% |
| Q3 2022 | $1,327,000 | +1.3% | 33,321 | +13.5% | 0.02% | +25.0% |
| Q2 2022 | $1,310,000 | -4.7% | 29,350 | +13.8% | 0.01% | +9.1% |
| Q1 2022 | $1,375,000 | +10.7% | 25,791 | +10.0% | 0.01% | +22.2% |
| Q4 2021 | $1,242,000 | -37.6% | 23,455 | -36.9% | 0.01% | -30.8% |
| Q3 2021 | $1,989,000 | +97.9% | 37,173 | +101.5% | 0.01% | +44.4% |
| Q2 2021 | $1,005,000 | +17.7% | 18,448 | +10.8% | 0.01% | +12.5% |
| Q1 2021 | $854,000 | +15.4% | 16,655 | +7.3% | 0.01% | 0.0% |
| Q4 2020 | $740,000 | +380.5% | 15,523 | +292.7% | 0.01% | +300.0% |
| Q2 2020 | $154,000 | -28.0% | 3,953 | -11.6% | 0.00% | -33.3% |
| Q4 2019 | $214,000 | +2.9% | 4,471 | -4.6% | 0.00% | 0.0% |
| Q3 2019 | $208,000 | -19.1% | 4,687 | -14.2% | 0.00% | -40.0% |
| Q2 2019 | $257,000 | +0.8% | 5,461 | +1.0% | 0.01% | 0.0% |
| Q1 2019 | $255,000 | -23.0% | 5,409 | -25.3% | 0.01% | -28.6% |
| Q3 2018 | $331,000 | +49.8% | 7,240 | +77.3% | 0.01% | -22.2% |
| Q1 2018 | $221,000 | -30.5% | 4,083 | -36.6% | 0.01% | +12.5% |
| Q3 2017 | $318,000 | +2.3% | 6,445 | -5.3% | 0.01% | 0.0% |
| Q2 2017 | $311,000 | -36.9% | 6,808 | -38.1% | 0.01% | -42.9% |
| Q1 2017 | $493,000 | -15.3% | 10,992 | -23.6% | 0.01% | -26.3% |
| Q4 2016 | $582,000 | +53.2% | 14,383 | +57.2% | 0.02% | +26.7% |
| Q3 2016 | $380,000 | +6.1% | 9,152 | -1.5% | 0.02% | +7.1% |
| Q2 2016 | $358,000 | +33.1% | 9,295 | +30.7% | 0.01% | +7.7% |
| Q1 2016 | $269,000 | +22.3% | 7,113 | +40.1% | 0.01% | +30.0% |
| Q2 2015 | $220,000 | -2.2% | 5,077 | 0.0% | 0.01% | -23.1% |
| Q1 2015 | $225,000 | -3.4% | 5,077 | -5.8% | 0.01% | -13.3% |
| Q4 2014 | $233,000 | -27.6% | 5,387 | -22.7% | 0.02% | -31.8% |
| Q3 2014 | $322,000 | -2.4% | 6,968 | +1.4% | 0.02% | -21.4% |
| Q2 2014 | $330,000 | – | 6,873 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |