WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 220 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,662,731 | +6.5% | 51,764 | +5.3% | 0.12% | -1.6% |
| Q1 2024 | $2,499,306 | +7.2% | 49,141 | +5.2% | 0.13% | -9.3% |
| Q4 2023 | $2,332,295 | +9.3% | 46,721 | +1.3% | 0.14% | -11.4% |
| Q3 2023 | $2,134,277 | +5.6% | 46,137 | +6.2% | 0.16% | +100.0% |
| Q2 2023 | $2,020,634 | +6.7% | 43,426 | +5.0% | 0.08% | -53.5% |
| Q1 2023 | $1,893,673 | +7.0% | 41,356 | +2.8% | 0.17% | -10.5% |
| Q4 2022 | $1,769,999 | +28.9% | 40,236 | +16.7% | 0.19% | +192.3% |
| Q3 2022 | $1,373,000 | -3.8% | 34,492 | +7.9% | 0.06% | -3.0% |
| Q2 2022 | $1,427,000 | -6.4% | 31,959 | +11.8% | 0.07% | +9.8% |
| Q1 2022 | $1,524,000 | +6.0% | 28,588 | +5.2% | 0.06% | +32.6% |
| Q4 2021 | $1,438,000 | +6.8% | 27,178 | +8.0% | 0.05% | -80.5% |
| Q3 2021 | $1,346,000 | -1.7% | 25,174 | +0.2% | 0.24% | -4.5% |
| Q2 2021 | $1,369,000 | +12.5% | 25,123 | +5.8% | 0.25% | +0.8% |
| Q1 2021 | $1,217,000 | +13.4% | 23,735 | +5.5% | 0.24% | -0.8% |
| Q4 2020 | $1,073,000 | +15.5% | 22,495 | +0.1% | 0.25% | +0.4% |
| Q3 2020 | $929,000 | -13.3% | 22,478 | -18.2% | 0.25% | -20.4% |
| Q2 2020 | $1,072,000 | -34.8% | 27,478 | -44.8% | 0.31% | -44.1% |
| Q1 2020 | $1,644,000 | -43.0% | 49,787 | -17.4% | 0.55% | -30.6% |
| Q4 2019 | $2,884,000 | +7.5% | 60,302 | -0.5% | 0.80% | -2.4% |
| Q3 2019 | $2,684,000 | -52.8% | 60,597 | -49.9% | 0.82% | -7.6% |
| Q2 2019 | $5,692,000 | +99.7% | 120,990 | +100.0% | 0.88% | -3.3% |
| Q1 2019 | $2,850,000 | +2.7% | 60,494 | -8.7% | 0.91% | -4.2% |
| Q4 2018 | $2,776,000 | – | 66,268 | – | 0.95% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
| Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
| Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
| Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
| Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
| MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
| O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
| Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
| Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |