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 | $1,047,253 | -4.1% | 22,638 | -3.6% | 0.10% | -4.0% |
| Q2 2023 | $1,092,401 | -0.9% | 23,477 | -2.5% | 0.10% | -8.3% |
| Q1 2023 | $1,102,013 | +4.1% | 24,067 | +0.0% | 0.11% | -4.4% |
| Q4 2022 | $1,058,172 | +10.6% | 24,055 | +0.1% | 0.11% | +1.8% |
| Q3 2022 | $957,000 | -17.4% | 24,022 | -7.5% | 0.11% | -12.5% |
| Q2 2022 | $1,159,000 | -10.6% | 25,972 | +6.7% | 0.13% | +1.6% |
| Q1 2022 | $1,297,000 | +2.9% | 24,336 | +2.2% | 0.13% | +12.5% |
| Q4 2021 | $1,260,000 | -9.2% | 23,806 | -6.8% | 0.11% | -21.7% |
| Q3 2021 | $1,388,000 | -12.5% | 25,555 | -12.2% | 0.14% | -13.3% |
| Q2 2021 | $1,586,000 | +4.5% | 29,110 | -1.6% | 0.16% | -26.3% |
| Q1 2021 | $1,517,000 | +5.5% | 29,580 | -1.8% | 0.22% | -2.2% |
| Q4 2020 | $1,438,000 | +14.7% | 30,132 | -0.6% | 0.23% | +0.9% |
| Q3 2020 | $1,254,000 | +7.2% | 30,324 | +1.1% | 0.23% | -2.2% |
| Q2 2020 | $1,170,000 | +27.6% | 29,998 | +8.1% | 0.23% | +5.9% |
| Q1 2020 | $917,000 | -31.4% | 27,758 | -0.7% | 0.22% | -16.7% |
| Q4 2019 | $1,337,000 | +7.1% | 27,953 | -0.7% | 0.26% | +2.7% |
| Q3 2019 | $1,248,000 | -12.1% | 28,164 | -6.6% | 0.26% | -10.8% |
| Q2 2019 | $1,419,000 | -0.1% | 30,167 | +0.0% | 0.29% | -2.0% |
| Q1 2019 | $1,420,000 | +2.7% | 30,153 | -8.6% | 0.29% | -7.3% |
| Q4 2018 | $1,383,000 | -9.1% | 33,004 | -1.0% | 0.32% | +2.3% |
| Q3 2018 | $1,522,000 | -8.9% | 33,345 | -4.8% | 0.31% | -6.6% |
| Q2 2018 | $1,671,000 | -18.6% | 35,033 | -7.7% | 0.33% | -21.6% |
| Q1 2018 | $2,052,000 | +3.4% | 37,973 | -0.3% | 0.42% | +4.7% |
| Q4 2017 | $1,985,000 | +6.5% | 38,069 | +0.2% | 0.40% | +1.3% |
| Q3 2017 | $1,863,000 | +5.4% | 38,001 | -1.6% | 0.40% | -2.2% |
| Q2 2017 | $1,768,000 | +9.5% | 38,636 | +7.4% | 0.41% | +2.3% |
| Q1 2017 | $1,614,000 | +0.2% | 35,960 | -12.6% | 0.40% | -11.2% |
| Q4 2016 | $1,610,000 | -5.6% | 41,158 | +0.7% | 0.45% | -7.8% |
| Q3 2016 | $1,706,000 | +5.6% | 40,857 | -2.0% | 0.49% | -0.6% |
| Q2 2016 | $1,616,000 | +11.3% | 41,710 | +8.5% | 0.49% | -1.6% |
| Q1 2016 | $1,452,000 | +28.6% | 38,434 | +19.3% | 0.50% | +20.6% |
| Q4 2015 | $1,129,000 | -31.8% | 32,209 | -30.8% | 0.41% | -33.7% |
| Q3 2015 | $1,656,000 | +2.4% | 46,514 | +24.8% | 0.62% | +10.1% |
| Q2 2015 | $1,617,000 | +11.7% | 37,263 | +13.9% | 0.56% | +8.9% |
| Q1 2015 | $1,447,000 | -25.7% | 32,711 | -27.5% | 0.52% | -28.0% |
| Q4 2014 | $1,948,000 | +60.3% | 45,142 | +71.7% | 0.72% | +45.3% |
| Q3 2014 | $1,215,000 | +1.8% | 26,297 | +5.7% | 0.50% | +7.1% |
| Q2 2014 | $1,194,000 | +4.6% | 24,877 | +1.5% | 0.46% | -7.8% |
| Q1 2014 | $1,142,000 | +5.2% | 24,511 | +4.0% | 0.50% | +3.5% |
| Q4 2013 | $1,086,000 | – | 23,568 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 296,643 | $11,812,000 | 6.73% |
| Aprio Wealth Management, LLC | 388,403 | $15,466,000 | 6.21% |
| Financial Planning & Information Services, Inc. | 496,372 | $19,766,000 | 4.79% |
| WADDELL & ASSOCIATES, LLC | 586,445 | $23,352,000 | 4.52% |
| Great Point Wealth Advisors, LLC | 295,494 | $11,767,000 | 4.39% |
| Shore Point Advisors, LLC | 97,247 | $3,872,000 | 3.78% |
| Neumann Capital Management, LLC | 165,401 | $6,586,000 | 3.39% |
| Baker Ellis Asset Management LLC | 220,971 | $8,799,000 | 1.92% |
| Creative Planning | 26,884,747 | $1,070,551,000 | 1.85% |
| Tacita Capital Inc | 55,200 | $2,198,000 | 1.70% |