WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 193 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $463,386 | +61.4% | 10,017 | +62.3% | 0.05% | +95.8% |
| Q2 2023 | $287,137 | +4.1% | 6,171 | +2.4% | 0.02% | -14.3% |
| Q1 2023 | $275,839 | +5.2% | 6,024 | +1.0% | 0.03% | +21.7% |
| Q4 2022 | $262,268 | +15.0% | 5,962 | +4.2% | 0.02% | +4.5% |
| Q3 2022 | $228,000 | -1.3% | 5,724 | +7.8% | 0.02% | +4.8% |
| Q2 2022 | $231,000 | -13.2% | 5,312 | +6.6% | 0.02% | +5.0% |
| Q1 2022 | $266,000 | +0.8% | 4,982 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $264,000 | 0.0% | 4,982 | +0.9% | 0.02% | -12.5% |
| Q3 2021 | $264,000 | -0.8% | 4,939 | +1.0% | 0.02% | -4.0% |
| Q2 2021 | $266,000 | +6.8% | 4,890 | +0.9% | 0.02% | 0.0% |
| Q1 2021 | $249,000 | +9.7% | 4,845 | +1.7% | 0.02% | -3.8% |
| Q4 2020 | $227,000 | +11.3% | 4,766 | -8.7% | 0.03% | -10.3% |
| Q2 2020 | $204,000 | -6.0% | 5,221 | +14.9% | 0.03% | -23.7% |
| Q4 2019 | $217,000 | +8.0% | 4,545 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $201,000 | -4.7% | 4,545 | +1.1% | 0.04% | -9.5% |
| Q2 2019 | $211,000 | +2.9% | 4,495 | +3.5% | 0.04% | -4.5% |
| Q1 2019 | $205,000 | +1.5% | 4,343 | -2.0% | 0.04% | -2.2% |
| Q3 2018 | $202,000 | -5.6% | 4,431 | +11.8% | 0.04% | -16.7% |
| Q1 2018 | $214,000 | +1.9% | 3,963 | -1.7% | 0.05% | +1.9% |
| Q4 2017 | $210,000 | – | 4,033 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |