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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $50,000 | +31.6% | 1,121 | +56.3% | 0.01% | +42.9% |
| Q1 2022 | $38,000 | 0.0% | 717 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $38,000 | -5.0% | 717 | -3.6% | 0.01% | -14.3% |
| Q3 2021 | $40,000 | +2.6% | 744 | +2.8% | 0.01% | 0.0% |
| Q2 2021 | $39,000 | -54.1% | 724 | -56.5% | 0.01% | -63.2% |
| Q1 2021 | $85,000 | -70.3% | 1,666 | -72.2% | 0.02% | -73.6% |
| Q4 2020 | $286,000 | +10.9% | 5,992 | -3.8% | 0.07% | -14.3% |
| Q3 2020 | $258,000 | +13.7% | 6,229 | +6.7% | 0.08% | -3.4% |
| Q2 2020 | $227,000 | +6.6% | 5,839 | -9.6% | 0.09% | -10.3% |
| Q1 2020 | $213,000 | -55.8% | 6,458 | -36.0% | 0.10% | -46.4% |
| Q4 2019 | $482,000 | -10.2% | 10,083 | -16.8% | 0.18% | -24.9% |
| Q3 2019 | $537,000 | -0.4% | 12,122 | +6.9% | 0.24% | +3.4% |
| Q2 2019 | $539,000 | +41.8% | 11,336 | +40.5% | 0.23% | +19.5% |
| Q1 2019 | $380,000 | +59.0% | 8,069 | +41.5% | 0.20% | +24.2% |
| Q4 2018 | $239,000 | +82.4% | 5,703 | +99.1% | 0.16% | +101.3% |
| Q3 2018 | $131,000 | +84.5% | 2,865 | +91.3% | 0.08% | +2.6% |
| Q2 2018 | $71,000 | -45.8% | 1,498 | -39.3% | 0.08% | -21.6% |
| Q1 2018 | $131,000 | -3.0% | 2,469 | +0.0% | 0.10% | -4.0% |
| Q4 2017 | $135,000 | +10.7% | 2,468 | +0.2% | 0.10% | -7.3% |
| Q3 2017 | $122,000 | +8.9% | 2,464 | +0.6% | 0.11% | -6.8% |
| Q2 2017 | $112,000 | +2.8% | 2,449 | +0.5% | 0.12% | +1.7% |
| Q1 2017 | $109,000 | +10.1% | 2,437 | 0.0% | 0.12% | -14.8% |
| Q4 2016 | $99,000 | – | 2,437 | – | 0.14% | – |
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% |