WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 174 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 12.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,634,848 | +13.1% | 208,276 | +13.7% | 0.00% | 0.0% |
| Q2 2023 | $8,522,528 | +9.6% | 183,162 | +7.9% | 0.00% | 0.0% |
| Q1 2023 | $7,775,005 | -5.6% | 169,797 | -9.3% | 0.00% | 0.0% |
| Q4 2022 | $8,232,157 | +6.3% | 187,137 | -3.7% | 0.00% | 0.0% |
| Q3 2022 | $7,742,000 | +12.5% | 194,414 | +26.1% | 0.00% | 0.0% |
| Q2 2022 | $6,882,000 | +80.5% | 154,171 | +115.5% | 0.00% | +200.0% |
| Q1 2022 | $3,813,000 | -37.2% | 71,542 | -37.6% | 0.00% | -50.0% |
| Q4 2021 | $6,072,000 | -8.0% | 114,738 | -7.0% | 0.00% | 0.0% |
| Q3 2021 | $6,599,000 | -5.2% | 123,391 | -3.4% | 0.00% | 0.0% |
| Q2 2021 | $6,962,000 | +2.8% | 127,786 | -3.2% | 0.00% | 0.0% |
| Q1 2021 | $6,772,000 | +60.8% | 132,038 | +49.6% | 0.00% | +100.0% |
| Q4 2020 | $4,211,000 | +38.8% | 88,236 | +20.3% | 0.00% | 0.0% |
| Q3 2020 | $3,033,000 | -33.6% | 73,339 | -37.4% | 0.00% | -50.0% |
| Q2 2020 | $4,567,000 | -68.2% | 117,066 | -73.0% | 0.00% | -71.4% |
| Q1 2020 | $14,345,000 | -40.1% | 434,304 | -13.3% | 0.01% | -12.5% |
| Q4 2019 | $23,952,000 | +6.5% | 500,885 | -1.3% | 0.01% | -11.1% |
| Q3 2019 | $22,485,000 | -16.0% | 507,564 | -10.8% | 0.01% | -10.0% |
| Q2 2019 | $26,758,000 | +5.1% | 568,707 | +5.3% | 0.01% | -9.1% |
| Q1 2019 | $25,455,000 | +16.8% | 540,330 | +3.8% | 0.01% | +10.0% |
| Q4 2018 | $21,798,000 | -18.6% | 520,370 | -11.3% | 0.01% | -9.1% |
| Q3 2018 | $26,769,000 | -9.3% | 586,404 | -5.3% | 0.01% | -15.4% |
| Q2 2018 | $29,518,000 | -23.0% | 618,965 | -12.7% | 0.01% | -23.5% |
| Q1 2018 | $38,325,000 | +12.6% | 709,188 | +8.7% | 0.02% | +21.4% |
| Q4 2017 | $34,022,000 | +11.0% | 652,389 | +4.3% | 0.01% | 0.0% |
| Q3 2017 | $30,663,000 | +15.6% | 625,387 | +7.9% | 0.01% | 0.0% |
| Q2 2017 | $26,525,000 | +9.7% | 579,776 | +7.6% | 0.01% | +7.7% |
| Q1 2017 | $24,185,000 | +19.7% | 538,876 | +4.3% | 0.01% | +18.2% |
| Q4 2016 | $20,204,000 | +3.2% | 516,582 | +10.2% | 0.01% | -8.3% |
| Q3 2016 | $19,573,000 | +30.0% | 468,822 | +20.6% | 0.01% | +33.3% |
| Q2 2016 | $15,057,000 | +19.1% | 388,657 | +16.2% | 0.01% | +12.5% |
| Q1 2016 | $12,638,000 | +4.2% | 334,523 | -3.3% | 0.01% | 0.0% |
| Q4 2015 | $12,127,000 | -25.2% | 345,901 | -24.1% | 0.01% | -27.3% |
| Q3 2015 | $16,222,000 | -26.6% | 455,544 | -10.5% | 0.01% | -26.7% |
| Q2 2015 | $22,094,000 | +9.1% | 509,192 | +11.2% | 0.02% | +7.1% |
| Q1 2015 | $20,251,000 | +18.6% | 457,876 | +15.7% | 0.01% | +16.7% |
| Q4 2014 | $17,076,000 | – | 395,629 | – | 0.01% | – |
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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% |