WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 172 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |