WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 182 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,676,000 | -26.3% | 42,085 | -17.3% | 1.14% | -22.5% |
| Q2 2022 | $2,273,000 | -18.8% | 50,911 | -3.0% | 1.47% | -6.9% |
| Q1 2022 | $2,798,000 | +10.2% | 52,501 | +9.5% | 1.58% | +10.6% |
| Q4 2021 | $2,538,000 | +11.1% | 47,952 | +12.3% | 1.43% | -0.1% |
| Q3 2021 | $2,284,000 | -0.6% | 42,703 | +1.2% | 1.43% | +3.2% |
| Q2 2021 | $2,298,000 | +12.3% | 42,182 | +5.8% | 1.39% | +4.4% |
| Q1 2021 | $2,046,000 | +8.6% | 39,888 | +1.0% | 1.33% | -0.1% |
| Q4 2020 | $1,884,000 | +29.9% | 39,478 | +12.5% | 1.33% | +7.0% |
| Q3 2020 | $1,450,000 | +2.8% | 35,076 | -3.0% | 1.24% | +1.7% |
| Q2 2020 | $1,411,000 | +17.7% | 36,177 | -0.4% | 1.22% | -0.2% |
| Q1 2020 | $1,199,000 | -31.0% | 36,313 | -0.0% | 1.22% | -9.3% |
| Q4 2019 | $1,737,000 | +16.3% | 36,315 | +7.8% | 1.35% | +10.3% |
| Q3 2019 | $1,493,000 | -2.7% | 33,702 | +3.4% | 1.22% | -5.6% |
| Q2 2019 | $1,534,000 | +0.6% | 32,608 | +0.7% | 1.30% | -2.0% |
| Q1 2019 | $1,525,000 | +16.8% | 32,369 | +3.8% | 1.32% | -0.4% |
| Q4 2018 | $1,306,000 | -6.2% | 31,169 | +2.1% | 1.33% | +7.1% |
| Q3 2018 | $1,393,000 | -8.1% | 30,516 | -4.0% | 1.24% | -9.0% |
| Q2 2018 | $1,515,000 | -13.7% | 31,775 | -2.2% | 1.36% | -14.9% |
| Q1 2018 | $1,756,000 | +6.3% | 32,487 | +2.5% | 1.60% | +7.0% |
| Q4 2017 | $1,652,000 | +11.1% | 31,687 | +4.5% | 1.49% | +5.7% |
| Q3 2017 | $1,487,000 | +10.7% | 30,337 | +3.3% | 1.41% | +5.9% |
| Q2 2017 | $1,343,000 | +5.1% | 29,362 | +3.1% | 1.34% | +4.8% |
| Q1 2017 | $1,278,000 | +19.7% | 28,472 | +4.3% | 1.27% | +15.5% |
| Q4 2016 | $1,068,000 | – | 27,306 | – | 1.10% | – |
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% |