WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 193 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,244,838 | +4.4% | 156,611 | +5.0% | 1.08% | +4.8% |
| Q2 2023 | $6,936,832 | +8.2% | 149,083 | +6.4% | 1.03% | +0.8% |
| Q1 2023 | $6,413,439 | +12.6% | 140,062 | +8.2% | 1.02% | +2.4% |
| Q4 2022 | $5,696,705 | +6.0% | 129,500 | -4.1% | 1.00% | -4.5% |
| Q3 2022 | $5,376,000 | -8.8% | 135,000 | +2.3% | 1.04% | -9.6% |
| Q2 2022 | $5,893,000 | -14.4% | 132,020 | +2.2% | 1.16% | -9.3% |
| Q1 2022 | $6,883,000 | +12.0% | 129,135 | +11.2% | 1.28% | +10.9% |
| Q4 2021 | $6,147,000 | +1.8% | 116,158 | +2.8% | 1.15% | -5.7% |
| Q3 2021 | $6,040,000 | +13.2% | 112,945 | +15.3% | 1.22% | +10.7% |
| Q2 2021 | $5,337,000 | +18.8% | 97,965 | +11.9% | 1.10% | +11.7% |
| Q1 2021 | $4,492,000 | +25.3% | 87,574 | +16.6% | 0.99% | +20.8% |
| Q4 2020 | $3,584,000 | +30.5% | 75,106 | +13.1% | 0.82% | +21.9% |
| Q3 2020 | $2,746,000 | +13.5% | 66,398 | +7.0% | 0.67% | +7.2% |
| Q2 2020 | $2,420,000 | +6.9% | 62,031 | -9.5% | 0.62% | -4.9% |
| Q1 2020 | $2,264,000 | -35.4% | 68,549 | -6.5% | 0.66% | -20.6% |
| Q4 2019 | $3,507,000 | +15.5% | 73,336 | +7.0% | 0.83% | +5.6% |
| Q3 2019 | $3,036,000 | -10.4% | 68,531 | -4.9% | 0.78% | -8.6% |
| Q2 2019 | $3,390,000 | +3.9% | 72,047 | +4.0% | 0.86% | +0.5% |
| Q1 2019 | $3,262,000 | +27.3% | 69,252 | +13.2% | 0.85% | +23.1% |
| Q4 2018 | $2,563,000 | +73.2% | 61,181 | +88.7% | 0.69% | +78.1% |
| Q3 2018 | $1,480,000 | +28.8% | 32,418 | +34.5% | 0.39% | +23.1% |
| Q2 2018 | $1,149,000 | +0.7% | 24,103 | +14.2% | 0.32% | 0.0% |
| Q1 2018 | $1,141,000 | +17.6% | 21,108 | +13.5% | 0.32% | +13.7% |
| Q4 2017 | $970,000 | +17.6% | 18,603 | +10.6% | 0.28% | +10.8% |
| Q3 2017 | $825,000 | +0.4% | 16,820 | -6.4% | 0.25% | -5.3% |
| Q2 2017 | $822,000 | +5.1% | 17,967 | +3.1% | 0.26% | +3.5% |
| Q1 2017 | $782,000 | +14.7% | 17,427 | 0.0% | 0.26% | +8.9% |
| Q4 2016 | $682,000 | +3.5% | 17,427 | +10.5% | 0.24% | +5.4% |
| Q3 2016 | $659,000 | +7.9% | 15,777 | 0.0% | 0.22% | +4.7% |
| Q2 2016 | $611,000 | -3.0% | 15,777 | -5.4% | 0.21% | -5.8% |
| Q1 2016 | $630,000 | -5.1% | 16,677 | -12.0% | 0.23% | -5.0% |
| Q4 2015 | $664,000 | -23.0% | 18,947 | -21.7% | 0.24% | -27.4% |
| Q3 2015 | $862,000 | -13.2% | 24,199 | +5.8% | 0.33% | -12.1% |
| Q2 2015 | $993,000 | +2.3% | 22,882 | +4.2% | 0.37% | +0.8% |
| Q1 2015 | $971,000 | +2.3% | 21,962 | -0.1% | 0.37% | -2.6% |
| Q4 2014 | $949,000 | +13.5% | 21,982 | +21.6% | 0.38% | +8.3% |
| Q3 2014 | $836,000 | +2.6% | 18,082 | +6.5% | 0.35% | +3.2% |
| Q2 2014 | $815,000 | +1.5% | 16,982 | -1.5% | 0.34% | -8.4% |
| Q1 2014 | $803,000 | -52.4% | 17,232 | -52.9% | 0.37% | -19.9% |
| Q4 2013 | $1,686,000 | +93.3% | 36,574 | +95.7% | 0.46% | -12.0% |
| Q3 2013 | $872,000 | +3.7% | 18,687 | +2.3% | 0.53% | -5.2% |
| Q2 2013 | $841,000 | -8.4% | 18,262 | +2.7% | 0.56% | -15.7% |
| Q1 2013 | $918,000 | +5.4% | 17,787 | +1.0% | 0.66% | -4.6% |
| Q4 2012 | $871,000 | – | 17,612 | – | 0.69% | – |
Download | ||||||
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% |