WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 186 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,865,374 | -3.2% | 1,099,554 | -2.6% | 5.98% | +2.6% |
| Q2 2023 | $52,520,512 | -0.7% | 1,128,745 | -2.3% | 5.83% | -0.8% |
| Q1 2023 | $52,915,314 | +33.6% | 1,155,609 | +28.4% | 5.88% | +14.0% |
| Q4 2022 | $39,596,276 | +1018.2% | 900,111 | +912.1% | 5.15% | +685.5% |
| Q3 2022 | $3,541,000 | -12.4% | 88,937 | -1.8% | 0.66% | -37.1% |
| Q2 2022 | $4,044,000 | -8.7% | 90,598 | +9.0% | 1.04% | -2.3% |
| Q1 2022 | $4,429,000 | +0.8% | 83,093 | +0.0% | 1.07% | +0.6% |
| Q4 2021 | $4,395,000 | -1.1% | 83,058 | -0.1% | 1.06% | -4.3% |
| Q3 2021 | $4,446,000 | +2.4% | 83,133 | +4.3% | 1.11% | +37.2% |
| Q2 2021 | $4,342,000 | +8.0% | 79,704 | +1.7% | 0.81% | +4.7% |
| Q1 2021 | $4,021,000 | -1.2% | 78,398 | -8.1% | 0.77% | -15.8% |
| Q4 2020 | $4,071,000 | +11.6% | 85,303 | -3.3% | 0.92% | -12.9% |
| Q3 2020 | $3,648,000 | +8.2% | 88,232 | +2.1% | 1.05% | -6.6% |
| Q2 2020 | $3,370,000 | +279.5% | 86,398 | +221.3% | 1.13% | +17.7% |
| Q1 2020 | $888,000 | -28.0% | 26,893 | +4.2% | 0.96% | +7.6% |
| Q4 2019 | $1,234,000 | +10.9% | 25,810 | +2.8% | 0.89% | +4.0% |
| Q3 2019 | $1,113,000 | +6.6% | 25,114 | +13.1% | 0.86% | +8.8% |
| Q2 2019 | $1,044,000 | -0.9% | 22,200 | -0.8% | 0.79% | +0.9% |
| Q1 2019 | $1,054,000 | +12.0% | 22,368 | -0.4% | 0.78% | +4.7% |
| Q4 2018 | $941,000 | -7.7% | 22,467 | +0.7% | 0.74% | +4.3% |
| Q3 2018 | $1,019,000 | -4.9% | 22,318 | -0.7% | 0.71% | -9.3% |
| Q2 2018 | $1,072,000 | -16.7% | 22,485 | -5.6% | 0.79% | -18.4% |
| Q1 2018 | $1,287,000 | -3.3% | 23,816 | -6.7% | 0.96% | -0.8% |
| Q4 2017 | $1,331,000 | – | 25,526 | – | 0.97% | – |
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% |