WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 193 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,834 | -0.6% | 472 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $21,962 | +1.6% | 472 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $21,613 | +4.1% | 472 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $20,763 | +9.3% | 472 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $19,000 | -9.5% | 472 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $21,000 | -16.0% | 472 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $25,000 | 0.0% | 472 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $25,000 | 0.0% | 472 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $25,000 | -3.8% | 472 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | +8.3% | 472 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $24,000 | +4.3% | 472 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $23,000 | +15.0% | 472 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $20,000 | +11.1% | 472 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $18,000 | +12.5% | 472 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $16,000 | -30.4% | 472 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $23,000 | +9.5% | 472 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $21,000 | -4.5% | 472 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $22,000 | 0.0% | 472 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $22,000 | +10.0% | 472 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $20,000 | – | 472 | – | 0.01% | – |
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% |