WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 223 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,359,861 | -52.2% | 45,876 | -52.8% | 0.00% | -50.0% |
| Q1 2024 | $4,939,625 | +423.3% | 97,122 | +413.6% | 0.01% | +300.0% |
| Q4 2023 | $943,937 | +275.3% | 18,909 | +401.2% | 0.00% | +100.0% |
| Q2 2023 | $251,508 | +183.4% | 3,773 | +94.7% | 0.00% | – |
| Q1 2023 | $88,741 | -88.6% | 1,938 | -89.0% | 0.00% | -100.0% |
| Q4 2022 | $778,007 | +6972.8% | 17,686 | +6548.9% | 0.00% | – |
| Q3 2022 | $11,000 | -99.2% | 266 | -99.0% | 0.00% | -100.0% |
| Q1 2022 | $1,457,000 | -46.9% | 27,332 | -47.3% | 0.01% | -42.9% |
| Q4 2021 | $2,745,000 | +24.8% | 51,870 | +26.1% | 0.02% | -25.0% |
| Q3 2021 | $2,199,000 | +154.8% | 41,118 | +159.6% | 0.03% | +180.0% |
| Q2 2021 | $863,000 | -89.3% | 15,842 | -90.6% | 0.01% | -91.2% |
| Q4 2020 | $8,029,000 | +17.3% | 168,245 | -4.1% | 0.11% | +14.0% |
| Q2 2020 | $6,846,000 | +59.2% | 175,484 | +34.8% | 0.10% | -43.5% |
| Q1 2020 | $4,299,000 | -22.5% | 130,169 | +12.2% | 0.18% | +1.7% |
| Q4 2019 | $5,549,000 | – | 116,045 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
| Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
| Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
| Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
| Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
| MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
| O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
| Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
| Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |