WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 166 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,755,065 | +0.4% | 102,790 | +1.0% | 0.07% | +2.8% |
| Q2 2023 | $4,736,568 | +2.1% | 101,796 | +0.5% | 0.07% | -4.1% |
| Q1 2023 | $4,638,619 | +13.6% | 101,302 | +9.1% | 0.07% | +7.2% |
| Q4 2022 | $4,082,756 | +13.4% | 92,811 | +2.7% | 0.07% | +3.0% |
| Q3 2022 | $3,600,000 | -9.1% | 90,402 | +1.9% | 0.07% | -8.2% |
| Q2 2022 | $3,960,000 | -33.9% | 88,699 | -21.1% | 0.07% | -21.5% |
| Q1 2022 | $5,995,000 | +1.8% | 112,483 | +1.0% | 0.09% | +3.3% |
| Q4 2021 | $5,891,000 | +1.9% | 111,322 | +3.0% | 0.09% | -9.1% |
| Q3 2021 | $5,779,000 | +0.3% | 108,050 | +2.2% | 0.10% | +2.1% |
| Q2 2021 | $5,760,000 | -100.0% | 105,727 | -54.0% | 0.10% | -6.7% |
| Q1 2021 | $11,782,356,000 | +245878.2% | 229,720 | +128.8% | 0.10% | 0.0% |
| Q4 2020 | $4,790,000 | +22.7% | 100,383 | +6.3% | 0.10% | +6.1% |
| Q3 2020 | $3,905,000 | +18.2% | 94,438 | +11.5% | 0.10% | +4.3% |
| Q2 2020 | $3,305,000 | +21.1% | 84,728 | +2.5% | 0.09% | -6.0% |
| Q1 2020 | $2,729,000 | -40.8% | 82,638 | -14.3% | 0.10% | -26.5% |
| Q4 2019 | $4,611,000 | +9923.9% | 96,443 | +9050.2% | 0.14% | +6700.0% |
| Q3 2019 | $46,000 | -41.8% | 1,054 | -37.6% | 0.00% | -33.3% |
| Q2 2019 | $79,000 | +41.1% | 1,690 | +38.4% | 0.00% | 0.0% |
| Q3 2018 | $56,000 | -47.2% | 1,221 | -44.9% | 0.00% | -50.0% |
| Q2 2018 | $106,000 | +265.5% | 2,214 | +264.1% | 0.01% | +100.0% |
| Q3 2017 | $29,000 | -12.1% | 608 | -16.7% | 0.00% | -25.0% |
| Q2 2017 | $33,000 | – | 730 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 296,643 | $11,812,000 | 6.73% |
| Aprio Wealth Management, LLC | 388,403 | $15,466,000 | 6.21% |
| Financial Planning & Information Services, Inc. | 496,372 | $19,766,000 | 4.79% |
| WADDELL & ASSOCIATES, LLC | 586,445 | $23,352,000 | 4.52% |
| Great Point Wealth Advisors, LLC | 295,494 | $11,767,000 | 4.39% |
| Shore Point Advisors, LLC | 97,247 | $3,872,000 | 3.78% |
| Neumann Capital Management, LLC | 165,401 | $6,586,000 | 3.39% |
| Baker Ellis Asset Management LLC | 220,971 | $8,799,000 | 1.92% |
| Creative Planning | 26,884,747 | $1,070,551,000 | 1.85% |
| Tacita Capital Inc | 55,200 | $2,198,000 | 1.70% |