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 | $2,321,087 | +4.1% | 50,175 | +4.7% | 0.40% | +6.1% |
| Q2 2023 | $2,230,367 | +1.8% | 47,934 | +0.2% | 0.38% | -0.5% |
| Q1 2023 | $2,191,112 | +8.4% | 47,851 | +4.2% | 0.38% | +5.6% |
| Q4 2022 | $2,021,064 | +15.9% | 45,944 | +4.9% | 0.36% | +7.8% |
| Q3 2022 | $1,744,000 | -1.8% | 43,797 | +10.1% | 0.33% | +5.0% |
| Q2 2022 | $1,776,000 | +9.9% | 39,784 | +31.3% | 0.32% | +24.3% |
| Q1 2022 | $1,616,000 | +22.9% | 30,310 | +23.4% | 0.26% | +26.2% |
| Q4 2021 | $1,315,000 | +18.6% | 24,560 | +18.5% | 0.20% | +11.6% |
| Q3 2021 | $1,109,000 | +29.6% | 20,730 | +31.9% | 0.18% | +28.4% |
| Q2 2021 | $856,000 | +294.5% | 15,720 | +139.5% | 0.14% | +252.5% |
| Q1 2020 | $217,000 | +361.7% | 6,564 | +556.4% | 0.04% | +100.0% |
| Q2 2019 | $47,000 | -13.0% | 1,000 | -12.3% | 0.02% | -16.7% |
| Q1 2019 | $54,000 | +42.1% | 1,140 | +26.7% | 0.02% | +26.3% |
| Q4 2018 | $38,000 | -7.3% | 900 | 0.0% | 0.02% | +5.6% |
| Q3 2018 | $41,000 | -18.0% | 900 | -14.3% | 0.02% | -28.0% |
| Q2 2018 | $50,000 | -33.3% | 1,050 | -24.5% | 0.02% | -34.2% |
| Q1 2018 | $75,000 | +4.2% | 1,390 | 0.0% | 0.04% | +8.6% |
| Q4 2017 | $72,000 | -1.4% | 1,390 | -6.7% | 0.04% | -2.8% |
| Q3 2017 | $73,000 | +7.4% | 1,490 | 0.0% | 0.04% | +2.9% |
| Q2 2017 | $68,000 | -5.6% | 1,490 | -7.5% | 0.04% | -7.9% |
| Q1 2017 | $72,000 | +14.3% | 1,611 | 0.0% | 0.04% | +15.2% |
| Q4 2016 | $63,000 | +231.6% | 1,611 | +249.5% | 0.03% | +120.0% |
| Q3 2016 | $19,000 | +5.6% | 461 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $18,000 | +5.9% | 461 | 0.0% | 0.02% | +7.1% |
| Q1 2016 | $17,000 | +6.2% | 461 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $16,000 | – | 461 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |