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 | $426,204 | -4.9% | 9,213 | -4.4% | 0.08% | +1.3% |
| Q2 2023 | $448,234 | -12.6% | 9,633 | -14.0% | 0.08% | -15.4% |
| Q1 2023 | $512,996 | +4.1% | 11,203 | 0.0% | 0.09% | -4.2% |
| Q4 2022 | $493,000 | +9.6% | 11,203 | -0.8% | 0.10% | -2.1% |
| Q3 2022 | $450,000 | -30.2% | 11,293 | -21.8% | 0.10% | -26.0% |
| Q2 2022 | $645,000 | -16.2% | 14,445 | 0.0% | 0.13% | +4.0% |
| Q1 2022 | $770,000 | -0.9% | 14,445 | -1.6% | 0.13% | +4.1% |
| Q4 2021 | $777,000 | -3.4% | 14,685 | -2.4% | 0.12% | -9.0% |
| Q3 2021 | $804,000 | -4.6% | 15,040 | -2.8% | 0.13% | -2.9% |
| Q2 2021 | $843,000 | +5.8% | 15,475 | -0.4% | 0.14% | -4.2% |
| Q1 2021 | $797,000 | +7.6% | 15,535 | 0.0% | 0.14% | -4.0% |
| Q4 2020 | $741,000 | +15.4% | 15,535 | 0.0% | 0.15% | -5.1% |
| Q3 2020 | $642,000 | +5.9% | 15,535 | 0.0% | 0.16% | -1.9% |
| Q2 2020 | $606,000 | +16.5% | 15,535 | -1.3% | 0.16% | +8.8% |
| Q1 2020 | $520,000 | -30.9% | 15,735 | 0.0% | 0.15% | -14.5% |
| Q4 2019 | $752,000 | +10.1% | 15,735 | +2.1% | 0.17% | +6.2% |
| Q3 2019 | $683,000 | -0.4% | 15,410 | +6.1% | 0.16% | +0.6% |
| Q2 2019 | $686,000 | +0.4% | 14,524 | +0.2% | 0.16% | +0.6% |
| Q1 2019 | $683,000 | +16.6% | 14,498 | +3.6% | 0.16% | +9.6% |
| Q4 2018 | $586,000 | -8.3% | 14,000 | +0.0% | 0.15% | +9.0% |
| Q3 2018 | $639,000 | -1.7% | 13,999 | +2.7% | 0.13% | -8.2% |
| Q2 2018 | $650,000 | – | 13,625 | – | 0.15% | – |
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% |