WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $682,828 | +5.8% | 14,675 | +4.1% | 0.11% | -3.4% |
| Q1 2023 | $645,639 | +4.1% | 14,100 | 0.0% | 0.12% | +5.4% |
| Q4 2022 | $620,259 | +10.6% | 14,100 | 0.0% | 0.11% | -5.9% |
| Q3 2022 | $561,000 | -10.8% | 14,100 | 0.0% | 0.12% | -8.5% |
| Q2 2022 | $629,000 | -16.4% | 14,100 | 0.0% | 0.13% | 0.0% |
| Q1 2022 | $752,000 | +0.8% | 14,100 | 0.0% | 0.13% | -1.5% |
| Q4 2021 | $746,000 | -1.1% | 14,100 | 0.0% | 0.13% | +8.3% |
| Q3 2021 | $754,000 | -1.8% | 14,100 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $768,000 | +2.4% | 14,100 | 0.0% | 0.12% | -8.3% |
| Q1 2021 | $750,000 | +11.4% | 14,100 | 0.0% | 0.13% | +26.9% |
| Q4 2020 | $673,000 | +15.4% | 14,100 | 0.0% | 0.10% | -8.0% |
| Q3 2020 | $583,000 | +6.0% | 14,100 | 0.0% | 0.11% | +0.9% |
| Q2 2020 | $550,000 | +18.0% | 14,100 | 0.0% | 0.11% | -5.1% |
| Q1 2020 | $466,000 | -30.9% | 14,100 | 0.0% | 0.12% | -18.6% |
| Q4 2019 | $674,000 | +1334.0% | 14,100 | +1075.0% | 0.14% | +866.7% |
| Q4 2016 | $47,000 | – | 1,200 | – | 0.02% | – |
Download | ||||||
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% |