WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 151 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,334,026 | -94.2% | 84,254 | -94.2% | 0.00% | -93.3% |
Q1 2024 | $74,112,022 | +263.4% | 1,457,177 | +230.5% | 0.02% | +114.3% |
Q3 2023 | $20,394,322 | +2116.6% | 440,863 | +2129.5% | 0.01% | – |
Q2 2023 | $920,084 | -0.5% | 19,774 | -2.1% | 0.00% | – |
Q1 2023 | $924,729 | -65.5% | 20,195 | -70.0% | 0.00% | -100.0% |
Q3 2022 | $2,677,000 | -64.5% | 67,220 | -60.2% | 0.00% | -66.7% |
Q2 2022 | $7,539,000 | -56.4% | 168,892 | -48.0% | 0.00% | -50.0% |
Q1 2022 | $17,310,000 | +670.7% | 324,774 | +641.8% | 0.01% | +500.0% |
Q1 2021 | $2,246,000 | -60.6% | 43,782 | -68.3% | 0.00% | -66.7% |
Q3 2020 | $5,703,000 | -31.6% | 137,917 | -35.5% | 0.00% | -50.0% |
Q2 2020 | $8,336,000 | +7.5% | 213,679 | +22.1% | 0.01% | -53.8% |
Q3 2019 | $7,755,000 | -5.3% | 175,064 | +0.6% | 0.01% | -7.1% |
Q2 2019 | $8,186,000 | +246.6% | 173,980 | +247.0% | 0.01% | +250.0% |
Q1 2019 | $2,362,000 | -73.9% | 50,132 | -76.8% | 0.00% | -78.9% |
Q4 2018 | $9,059,000 | +292.5% | 216,263 | +327.7% | 0.02% | +280.0% |
Q3 2018 | $2,308,000 | -37.6% | 50,560 | -34.8% | 0.01% | -44.4% |
Q2 2018 | $3,699,000 | +30.6% | 77,554 | +48.0% | 0.01% | +28.6% |
Q1 2018 | $2,832,000 | -77.3% | 52,402 | -79.4% | 0.01% | -82.5% |
Q3 2017 | $12,501,000 | +333.8% | 254,966 | +304.7% | 0.04% | +300.0% |
Q2 2017 | $2,882,000 | +138.4% | 63,002 | +133.8% | 0.01% | +100.0% |
Q1 2017 | $1,209,000 | -82.9% | 26,947 | -85.1% | 0.01% | -83.9% |
Q4 2016 | $7,074,000 | +211.8% | 180,862 | +201.2% | 0.03% | +138.5% |
Q1 2016 | $2,269,000 | -30.2% | 60,048 | -35.3% | 0.01% | -35.0% |
Q4 2015 | $3,253,000 | +574.9% | 92,787 | +584.9% | 0.02% | +566.7% |
Q3 2015 | $482,000 | -88.8% | 13,547 | -86.3% | 0.00% | -89.3% |
Q2 2015 | $4,304,000 | -62.7% | 99,204 | -62.0% | 0.03% | -68.5% |
Q1 2015 | $11,533,000 | +2.8% | 260,750 | +0.3% | 0.09% | +6.0% |
Q4 2014 | $11,216,000 | +32.3% | 259,868 | +41.7% | 0.08% | -2.3% |
Q3 2014 | $8,477,000 | +1952.5% | 183,397 | +2032.5% | 0.09% | +1620.0% |
Q2 2014 | $413,000 | -95.0% | 8,600 | -95.2% | 0.01% | -94.6% |
Q1 2014 | $8,300,000 | – | 178,067 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |