WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 3.96 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,964 | -51.7% | 1,621 | -48.5% | 0.00% | 0.0% |
| Q2 2023 | $155,089 | -48.2% | 3,146 | -45.3% | 0.00% | -76.9% |
| Q1 2023 | $299,501 | +42322.2% | 5,750 | -57.5% | 0.01% | -31.6% |
| Q4 2022 | $706 | -99.9% | 13,530 | -3.1% | 0.02% | 0.0% |
| Q3 2022 | $730,000 | +18.3% | 13,958 | +17.7% | 0.02% | 0.0% |
| Q2 2022 | $617,000 | -16.5% | 11,864 | -16.3% | 0.02% | +111.1% |
| Q1 2022 | $739,000 | +317.5% | 14,174 | +326.7% | 0.01% | +200.0% |
| Q4 2021 | $177,000 | -1.1% | 3,322 | +0.5% | 0.00% | -25.0% |
| Q3 2021 | $179,000 | -3.2% | 3,306 | -3.0% | 0.00% | 0.0% |
| Q2 2021 | $185,000 | +23.3% | 3,409 | +16.2% | 0.00% | +33.3% |
| Q1 2021 | $150,000 | -24.2% | 2,933 | -29.5% | 0.00% | -62.5% |
| Q4 2020 | $198,000 | +110.6% | 4,160 | +80.5% | 0.01% | +33.3% |
| Q3 2020 | $94,000 | +46.9% | 2,305 | +43.4% | 0.01% | +20.0% |
| Q2 2020 | $64,000 | 0.0% | 1,607 | -13.3% | 0.01% | -16.7% |
| Q1 2020 | $64,000 | -50.8% | 1,853 | -30.9% | 0.01% | -40.0% |
| Q4 2019 | $130,000 | -84.6% | 2,681 | -86.0% | 0.01% | -82.5% |
| Q3 2019 | $846,000 | +5187.5% | 19,182 | +5660.4% | 0.06% | +2750.0% |
| Q1 2019 | $16,000 | -76.1% | 333 | -79.3% | 0.00% | -50.0% |
| Q4 2018 | $67,000 | -49.2% | 1,607 | -44.5% | 0.00% | -20.0% |
| Q3 2018 | $132,000 | -7.7% | 2,896 | -3.5% | 0.01% | -16.7% |
| Q2 2018 | $143,000 | +98.6% | 3,002 | +118.2% | 0.01% | +100.0% |
| Q1 2018 | $72,000 | 0.0% | 1,376 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $72,000 | +94.6% | 1,376 | +80.1% | 0.00% | +200.0% |
| Q3 2017 | $37,000 | +15.6% | 764 | +10.7% | 0.00% | 0.0% |
| Q2 2017 | $32,000 | +3.2% | 690 | +0.6% | 0.00% | 0.0% |
| Q1 2017 | $31,000 | -6.1% | 686 | -19.0% | 0.00% | -50.0% |
| Q4 2016 | $33,000 | -13.2% | 847 | -5.8% | 0.00% | 0.0% |
| Q3 2016 | $38,000 | +26.7% | 899 | +16.0% | 0.00% | 0.0% |
| Q2 2016 | $30,000 | +87.5% | 775 | +132.7% | 0.00% | 0.0% |
| Q1 2016 | $16,000 | -40.7% | 333 | -56.8% | 0.00% | 0.0% |
| Q4 2015 | $27,000 | – | 770 | – | 0.00% | – |
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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% |