WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 180 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.21 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 | 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% |