WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $224,000 | -16.4% | 5,021 | 0.0% | 0.06% | -4.7% |
| Q1 2022 | $268,000 | +0.8% | 5,021 | 0.0% | 0.06% | -11.1% |
| Q4 2021 | $266,000 | -1.1% | 5,021 | 0.0% | 0.07% | -47.4% |
| Q3 2021 | $269,000 | -1.8% | 5,021 | 0.0% | 0.14% | -3.5% |
| Q2 2021 | $274,000 | +6.2% | 5,021 | 0.0% | 0.14% | 0.0% |
| Q1 2021 | $258,000 | +7.5% | 5,021 | 0.0% | 0.14% | +2.9% |
| Q4 2020 | $240,000 | +15.4% | 5,021 | 0.0% | 0.14% | +1.5% |
| Q3 2020 | $208,000 | -21.5% | 5,021 | -9.3% | 0.14% | +16.2% |
| Q4 2019 | $265,000 | – | 5,533 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |