WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 171 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,593,033 | -0.4% | 77,670 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $3,608,681 | -10.3% | 77,556 | -11.7% | 0.01% | 0.0% |
| Q1 2023 | $4,021,515 | +169584.2% | 87,825 | +63.0% | 0.01% | +66.7% |
| Q4 2022 | $2,370 | -99.9% | 53,866 | +7.2% | 0.01% | 0.0% |
| Q3 2022 | $2,001,000 | -11.0% | 50,251 | -0.2% | 0.01% | 0.0% |
| Q2 2022 | $2,248,000 | +544.1% | 50,350 | +639.8% | 0.01% | +500.0% |
| Q1 2021 | $349,000 | +59.4% | 6,806 | +2.8% | 0.00% | 0.0% |
| Q1 2020 | $219,000 | -33.6% | 6,620 | -4.2% | 0.00% | 0.0% |
| Q4 2019 | $330,000 | +9.6% | 6,910 | +1.9% | 0.00% | 0.0% |
| Q3 2019 | $301,000 | -4.7% | 6,782 | +1.1% | 0.00% | 0.0% |
| Q2 2019 | $316,000 | -7.1% | 6,707 | -7.2% | 0.00% | -50.0% |
| Q1 2019 | $340,000 | +13.0% | 7,224 | +0.6% | 0.00% | 0.0% |
| Q4 2018 | $301,000 | +6.0% | 7,180 | +15.5% | 0.00% | 0.0% |
| Q3 2018 | $284,000 | +25.7% | 6,218 | +31.2% | 0.00% | 0.0% |
| Q2 2018 | $226,000 | -11.4% | 4,739 | +0.4% | 0.00% | 0.0% |
| Q1 2018 | $255,000 | +26.9% | 4,718 | +22.5% | 0.00% | +100.0% |
| Q4 2017 | $201,000 | -7.4% | 3,850 | -23.1% | 0.00% | -50.0% |
| Q2 2015 | $217,000 | – | 5,008 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |