WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 189 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $305,639 | +10.6% | 5,942 | +9.3% | 0.01% | +11.1% |
| Q1 2024 | $276,373 | +12.2% | 5,434 | +10.1% | 0.01% | -10.0% |
| Q4 2023 | $246,302 | -22.9% | 4,934 | -28.5% | 0.01% | -28.6% |
| Q3 2023 | $319,289 | -2.5% | 6,902 | -2.0% | 0.01% | -6.7% |
| Q2 2023 | $327,614 | -5.9% | 7,041 | -7.4% | 0.02% | -11.8% |
| Q1 2023 | $348,126 | -3.5% | 7,603 | -1.7% | 0.02% | -5.6% |
| Q4 2022 | $360,827 | -1.4% | 7,731 | -11.9% | 0.02% | -14.3% |
| Q3 2022 | $366,000 | -11.8% | 8,775 | -5.4% | 0.02% | -12.5% |
| Q2 2022 | $415,000 | -10.2% | 9,279 | +7.1% | 0.02% | -17.2% |
| Q1 2022 | $462,000 | +1.3% | 8,664 | +0.6% | 0.03% | -6.5% |
| Q4 2021 | $456,000 | +5.6% | 8,610 | +6.7% | 0.03% | -13.9% |
| Q3 2021 | $432,000 | +2.4% | 8,068 | +4.2% | 0.04% | -5.3% |
| Q2 2021 | $422,000 | +9.0% | 7,742 | +2.6% | 0.04% | -9.5% |
| Q1 2021 | $387,000 | +10.6% | 7,547 | +5.8% | 0.04% | -8.7% |
| Q4 2020 | $350,000 | +24.1% | 7,135 | +4.6% | 0.05% | +15.0% |
| Q3 2020 | $282,000 | +2.5% | 6,819 | -3.2% | 0.04% | -7.0% |
| Q2 2020 | $275,000 | +21.1% | 7,041 | +2.3% | 0.04% | 0.0% |
| Q1 2020 | $227,000 | -27.2% | 6,883 | +5.6% | 0.04% | -18.9% |
| Q4 2019 | $312,000 | +19.5% | 6,521 | +10.8% | 0.05% | +1.9% |
| Q3 2019 | $261,000 | +22.5% | 5,884 | +28.3% | 0.05% | +6.1% |
| Q2 2019 | $213,000 | – | 4,586 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 823,197 | $42,345,232 | 5.31% |
| Laurel Wealth Planning LLC | 129,154 | $6,644 | 4.62% |
| Shore Point Advisors, LLC | 117,616 | $6,050,346 | 3.44% |
| Neumann Capital Management, LLC | 170,023 | $8,745,983 | 3.00% |
| Financial Planning & Information Services, Inc. | 375,434 | $19,312,337 | 2.95% |
| O'Connor Financial Group LLC | 95,125 | $4,893,242 | 2.85% |
| MFA WEALTH ADVISORS, LLC | 235,134 | $12,095,295 | 2.64% |
| BKM Wealth Management, LLC | 77,861 | $4,005,150 | 1.93% |
| INVENIO WEALTH PARTNERS LLC | 68,355 | $3,516,182 | 1.74% |
| Marathon Strategic Advisors, LLC | 26,357 | $1,355,804 | 1.58% |