WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 172 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,017,199 | -0.7% | 21,989 | -0.1% | 0.71% | +3.5% |
| Q2 2023 | $1,024,624 | +4.5% | 22,021 | -1.2% | 0.69% | -6.8% |
| Q4 2022 | $980,854 | +2.5% | 22,297 | -7.3% | 0.74% | -1.1% |
| Q3 2022 | $957,000 | -12.0% | 24,040 | -1.4% | 0.75% | -7.5% |
| Q2 2022 | $1,088,000 | -13.9% | 24,369 | +2.8% | 0.81% | +2.5% |
| Q1 2022 | $1,263,000 | +13.9% | 23,702 | +13.1% | 0.79% | +17.6% |
| Q4 2021 | $1,109,000 | -1.0% | 20,958 | +0.1% | 0.67% | -6.3% |
| Q3 2021 | $1,120,000 | -0.3% | 20,947 | +1.6% | 0.72% | -1.0% |
| Q2 2021 | $1,123,000 | +7.8% | 20,620 | +1.5% | 0.72% | -1.2% |
| Q1 2021 | $1,042,000 | +7.5% | 20,310 | +0.0% | 0.73% | +2.5% |
| Q4 2020 | $969,000 | +9.2% | 20,301 | -5.4% | 0.71% | +1.3% |
| Q3 2020 | $887,000 | +3.7% | 21,460 | -2.1% | 0.70% | -13.6% |
| Q2 2020 | $855,000 | +22.8% | 21,919 | +4.1% | 0.82% | +1.0% |
| Q1 2020 | $696,000 | -30.9% | 21,059 | +0.0% | 0.81% | -16.4% |
| Q4 2019 | $1,007,000 | – | 21,058 | – | 0.97% | – |
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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% |