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 | $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% | – |
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% |