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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $422,000 | -16.3% | 9,472 | 0.0% | 0.18% | -0.6% |
| Q1 2022 | $504,000 | -14.4% | 9,472 | -14.8% | 0.18% | -10.2% |
| Q4 2021 | $589,000 | -0.8% | 11,122 | 0.0% | 0.20% | -9.3% |
| Q3 2021 | $594,000 | +4.2% | 11,122 | 0.0% | 0.22% | -4.4% |
| Q1 2021 | $570,000 | +7.3% | 11,122 | 0.0% | 0.23% | -4.6% |
| Q4 2020 | $531,000 | +11.3% | 11,122 | -3.5% | 0.24% | -0.8% |
| Q3 2020 | $477,000 | +2.6% | 11,527 | -2.8% | 0.24% | -6.6% |
| Q2 2020 | $465,000 | +9.2% | 11,856 | -8.3% | 0.26% | -9.9% |
| Q1 2020 | $426,000 | -31.2% | 12,936 | -0.7% | 0.28% | -8.7% |
| Q4 2019 | $619,000 | +7.5% | 13,030 | -0.3% | 0.31% | -1.3% |
| Q3 2019 | $576,000 | -7.2% | 13,063 | -1.1% | 0.32% | -8.2% |
| Q2 2019 | $621,000 | -0.2% | 13,207 | 0.0% | 0.34% | -32.2% |
| Q1 2019 | $622,000 | -69.5% | 13,207 | -72.9% | 0.51% | -73.0% |
| Q4 2018 | $2,040,000 | -6.9% | 48,656 | +1.3% | 1.88% | +56.8% |
| Q3 2018 | $2,192,000 | -1.1% | 48,017 | +3.4% | 1.20% | -6.0% |
| Q2 2018 | $2,216,000 | -13.5% | 46,460 | -2.0% | 1.27% | -11.1% |
| Q1 2018 | $2,563,000 | +11.0% | 47,421 | +7.1% | 1.43% | +10.8% |
| Q4 2017 | $2,310,000 | – | 44,286 | – | 1.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |