WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 182 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,748,550 | -0.9% | 167,500 | -0.3% | 3.38% | +4.4% |
| Q2 2023 | $7,816,621 | +3.1% | 167,991 | +1.4% | 3.24% | -2.9% |
| Q1 2023 | $7,582,778 | +4.5% | 165,599 | +0.4% | 3.33% | -2.1% |
| Q4 2022 | $7,252,939 | +10.1% | 164,877 | -0.3% | 3.40% | +0.5% |
| Q3 2022 | $6,586,000 | -7.7% | 165,401 | +3.5% | 3.39% | -6.3% |
| Q2 2022 | $7,132,000 | -15.6% | 159,757 | +0.7% | 3.61% | +0.6% |
| Q1 2022 | $8,455,000 | -0.8% | 158,637 | -1.5% | 3.59% | +3.4% |
| Q4 2021 | $8,527,000 | +0.6% | 161,123 | +1.6% | 3.47% | -8.7% |
| Q3 2021 | $8,479,000 | -2.1% | 158,546 | -0.3% | 3.81% | -2.1% |
| Q2 2021 | $8,659,000 | +7.2% | 158,944 | +0.9% | 3.89% | +1.2% |
| Q1 2021 | $8,078,000 | +7.4% | 157,494 | -0.1% | 3.84% | +1.2% |
| Q4 2020 | $7,521,000 | +13.8% | 157,614 | -1.4% | 3.80% | -0.1% |
| Q3 2020 | $6,608,000 | -0.8% | 159,811 | -6.4% | 3.80% | -6.8% |
| Q2 2020 | $6,661,000 | +14.8% | 170,739 | -2.8% | 4.08% | -3.4% |
| Q1 2020 | $5,802,000 | -29.2% | 175,649 | +2.5% | 4.22% | -11.2% |
| Q4 2019 | $8,193,000 | +10.4% | 171,334 | +2.3% | 4.76% | +3.7% |
| Q3 2019 | $7,418,000 | -5.6% | 167,450 | +0.3% | 4.59% | -5.8% |
| Q2 2019 | $7,854,000 | +4.1% | 166,932 | +4.2% | 4.87% | +1.0% |
| Q1 2019 | $7,545,000 | +49.6% | 160,161 | +33.0% | 4.82% | +27.1% |
| Q4 2018 | $5,043,000 | -11.1% | 120,396 | -3.1% | 3.80% | +13.7% |
| Q3 2018 | $5,673,000 | -4.9% | 124,272 | -0.7% | 3.34% | -10.8% |
| Q2 2018 | $5,966,000 | +1.5% | 125,100 | +15.0% | 3.75% | +0.1% |
| Q1 2018 | $5,880,000 | +20.5% | 108,804 | +16.3% | 3.74% | +25.2% |
| Q4 2017 | $4,879,000 | +14.5% | 93,553 | +7.7% | 2.99% | +13.3% |
| Q3 2017 | $4,260,000 | +10.0% | 86,879 | +2.7% | 2.64% | +5.9% |
| Q2 2017 | $3,871,000 | +18.3% | 84,601 | +16.1% | 2.49% | +17.4% |
| Q1 2017 | $3,271,000 | +24.9% | 72,881 | +8.9% | 2.12% | +25.7% |
| Q4 2016 | $2,618,000 | -1.4% | 66,931 | +5.2% | 1.69% | -4.4% |
| Q3 2016 | $2,655,000 | +6.9% | 63,596 | -0.8% | 1.76% | +7.0% |
| Q2 2016 | $2,483,000 | +7.7% | 64,101 | +5.0% | 1.65% | +8.6% |
| Q1 2016 | $2,306,000 | +30.4% | 61,036 | +21.0% | 1.52% | +23.5% |
| Q4 2015 | $1,768,000 | -30.5% | 50,436 | -29.4% | 1.23% | -31.6% |
| Q3 2015 | $2,543,000 | -16.8% | 71,406 | +1.3% | 1.80% | -8.0% |
| Q2 2015 | $3,058,000 | +4.5% | 70,471 | +6.5% | 1.95% | +4.5% |
| Q1 2015 | $2,927,000 | +18.1% | 66,181 | +15.2% | 1.87% | +15.6% |
| Q4 2014 | $2,479,000 | – | 57,446 | – | 1.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
| Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
| Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
| America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
| Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
| Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
| Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
| Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
| Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
| CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |