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 | $1,474,823 | +66.6% | 31,879 | +67.6% | 0.00% | 0.0% |
Q2 2023 | $885,383 | +37.9% | 19,022 | +35.6% | 0.00% | +100.0% |
Q1 2023 | $642,234 | -4.4% | 14,024 | -8.2% | 0.00% | 0.0% |
Q4 2022 | $672,082 | +16.7% | 15,271 | +5.6% | 0.00% | 0.0% |
Q3 2022 | $576,000 | -11.2% | 14,465 | -0.7% | 0.00% | 0.0% |
Q2 2022 | $649,000 | -62.2% | 14,568 | -23.8% | 0.00% | -66.7% |
Q1 2022 | $1,718,000 | +78.0% | 19,125 | +5.0% | 0.00% | +50.0% |
Q4 2021 | $965,000 | -16.2% | 18,216 | -15.4% | 0.00% | 0.0% |
Q3 2021 | $1,152,000 | +5.3% | 21,539 | +7.2% | 0.00% | 0.0% |
Q2 2021 | $1,094,000 | +0.7% | 20,091 | -5.2% | 0.00% | -33.3% |
Q1 2021 | $1,086,000 | -27.3% | 21,193 | -32.3% | 0.00% | -25.0% |
Q4 2020 | $1,494,000 | +12.7% | 31,306 | -2.5% | 0.00% | 0.0% |
Q3 2020 | $1,326,000 | +50.7% | 32,103 | +42.3% | 0.00% | +33.3% |
Q2 2020 | $880,000 | -66.0% | 22,557 | -71.2% | 0.00% | -72.7% |
Q1 2020 | $2,590,000 | – | 78,376 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |