WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 198 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 4.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $444,571 | -4.9% | 9,610 | -4.4% | 0.04% | 0.0% |
| Q2 2023 | $467,714 | +2.3% | 10,052 | +0.7% | 0.04% | -2.3% |
| Q1 2023 | $457,104 | +1.9% | 9,983 | -2.1% | 0.04% | -2.3% |
| Q4 2022 | $448,426 | -3.4% | 10,194 | -12.6% | 0.04% | -13.7% |
| Q3 2022 | $464,000 | -20.0% | 11,665 | -10.2% | 0.05% | -16.4% |
| Q2 2022 | $580,000 | -16.3% | 12,997 | -0.0% | 0.06% | -6.2% |
| Q1 2022 | $693,000 | +0.1% | 13,000 | -0.6% | 0.06% | 0.0% |
| Q4 2021 | $692,000 | -0.6% | 13,081 | +0.5% | 0.06% | -8.5% |
| Q3 2021 | $696,000 | -4.7% | 13,020 | -2.9% | 0.07% | -34.9% |
| Q2 2021 | $730,000 | +6.7% | 13,405 | +0.6% | 0.11% | -22.1% |
| Q1 2021 | $684,000 | -7.9% | 13,329 | -14.4% | 0.14% | -10.3% |
| Q4 2020 | $743,000 | +4.9% | 15,580 | -9.1% | 0.16% | -7.1% |
| Q3 2020 | $708,000 | +3.4% | 17,132 | -2.5% | 0.17% | -5.6% |
| Q2 2020 | $685,000 | -0.6% | 17,572 | -15.8% | 0.18% | -14.0% |
| Q1 2020 | $689,000 | -30.0% | 20,868 | +1.4% | 0.21% | -14.5% |
| Q4 2019 | $984,000 | +9.0% | 20,572 | +0.9% | 0.24% | +5.2% |
| Q3 2019 | $903,000 | -4.9% | 20,381 | +0.9% | 0.23% | -4.2% |
| Q2 2019 | $950,000 | -3.0% | 20,194 | -2.8% | 0.24% | -5.9% |
| Q1 2019 | $979,000 | +3.8% | 20,781 | -7.7% | 0.26% | +0.8% |
| Q4 2018 | $943,000 | -9.4% | 22,508 | -1.3% | 0.25% | -5.6% |
| Q3 2018 | $1,041,000 | -6.3% | 22,807 | -2.1% | 0.27% | -8.5% |
| Q2 2018 | $1,111,000 | -20.2% | 23,301 | -9.5% | 0.29% | -20.2% |
| Q1 2018 | $1,392,000 | -13.8% | 25,757 | -16.8% | 0.37% | -7.3% |
| Q4 2017 | $1,615,000 | +1.7% | 30,973 | -4.4% | 0.40% | -3.4% |
| Q3 2017 | $1,588,000 | -0.3% | 32,395 | -7.0% | 0.41% | -6.2% |
| Q2 2017 | $1,593,000 | -16.1% | 34,824 | -28.3% | 0.44% | -15.0% |
| Q1 2017 | $1,899,000 | 0.0% | 48,561 | 0.0% | 0.51% | 0.0% |
| Q4 2016 | $1,899,000 | -33.2% | 48,561 | -28.7% | 0.51% | -36.8% |
| Q3 2016 | $2,844,000 | -13.7% | 68,116 | -20.0% | 0.81% | -10.8% |
| Q2 2016 | $3,297,000 | +0.0% | 85,117 | -2.4% | 0.91% | -6.2% |
| Q1 2016 | $3,296,000 | +12.1% | 87,237 | +4.0% | 0.97% | +14.6% |
| Q4 2015 | $2,940,000 | -4.8% | 83,851 | -3.3% | 0.85% | -37.7% |
| Q3 2015 | $3,087,000 | -13.4% | 86,701 | +5.6% | 1.36% | -25.7% |
| Q2 2015 | $3,563,000 | -1.5% | 82,112 | +0.4% | 1.83% | +7.8% |
| Q1 2015 | $3,617,000 | +2.6% | 81,767 | +0.1% | 1.70% | +202.9% |
| Q4 2014 | $3,526,000 | -3.1% | 81,688 | +3.7% | 0.56% | -11.9% |
| Q3 2014 | $3,640,000 | -5.0% | 78,760 | -1.4% | 0.64% | -9.3% |
| Q2 2014 | $3,831,000 | -99.9% | 79,844 | -17.1% | 0.70% | -71.8% |
| Q1 2014 | $4,490,509,000 | +82704.9% | 96,342 | -18.1% | 2.49% | +5.3% |
| Q4 2013 | $5,423,000 | +7.5% | 117,660 | +8.8% | 2.36% | +0.2% |
| Q3 2013 | $5,044,000 | -99.9% | 108,116 | +13.9% | 2.36% | +7.5% |
| Q2 2013 | $4,369,132,000 | – | 94,899 | – | 2.19% | – |
Download | ||||||
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% |