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 2023 | $712,126 | -6.7% | 15,394 | -1.9% | 0.30% | -1.0% |
| Q2 2023 | $763,173 | -2.3% | 15,687 | -6.7% | 0.30% | +4.5% |
| Q1 2023 | $780,760 | +4.4% | 16,805 | -1.2% | 0.29% | +1.0% |
| Q4 2022 | $747,962 | -5.9% | 17,003 | -14.9% | 0.29% | -11.7% |
| Q3 2022 | $795,000 | -13.3% | 19,976 | -2.7% | 0.32% | -6.9% |
| Q2 2022 | $917,000 | -18.1% | 20,537 | -2.1% | 0.35% | -8.6% |
| Q1 2022 | $1,119,000 | +0.5% | 20,987 | -0.2% | 0.38% | +2.1% |
| Q4 2021 | $1,113,000 | -53.3% | 21,038 | -52.7% | 0.37% | -52.4% |
| Q3 2021 | $2,381,000 | -40.6% | 44,524 | -39.5% | 0.79% | -37.0% |
| Q2 2021 | $4,011,000 | -5.3% | 73,620 | -10.9% | 1.25% | -5.5% |
| Q1 2021 | $4,236,000 | +5.2% | 82,585 | -2.1% | 1.32% | +6.8% |
| Q4 2020 | $4,026,000 | +10.9% | 84,358 | -3.9% | 1.24% | +11.5% |
| Q3 2020 | $3,629,000 | -3.4% | 87,751 | -8.8% | 1.11% | +8.3% |
| Q2 2020 | $3,755,000 | +195.2% | 96,265 | +150.0% | 1.02% | +177.5% |
| Q1 2020 | $1,272,000 | -30.7% | 38,504 | +0.3% | 0.37% | -9.1% |
| Q4 2019 | $1,835,000 | – | 38,380 | – | 0.41% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |