WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 171 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,699,824 | +5.3% | 36,745 | +5.9% | 0.39% | +7.5% |
| Q2 2023 | $1,614,219 | +49.9% | 34,692 | +47.5% | 0.36% | +42.7% |
| Q1 2023 | $1,076,981 | +25.9% | 23,520 | +20.9% | 0.25% | -15.4% |
| Q4 2022 | $855,587 | -25.8% | 19,454 | -32.8% | 0.30% | -34.0% |
| Q3 2022 | $1,153,000 | -7.7% | 28,944 | +3.2% | 0.45% | +6.8% |
| Q2 2022 | $1,249,000 | +12.9% | 28,046 | +35.2% | 0.42% | +28.1% |
| Q1 2022 | $1,106,000 | +79.3% | 20,748 | +77.8% | 0.33% | +81.9% |
| Q4 2021 | $617,000 | -39.8% | 11,668 | -40.4% | 0.18% | -40.5% |
| Q3 2021 | $1,025,000 | -22.5% | 19,566 | -19.9% | 0.31% | -26.3% |
| Q2 2021 | $1,322,000 | +1.8% | 24,432 | +0.8% | 0.42% | +1.0% |
| Q1 2021 | $1,299,000 | +17.3% | 24,244 | +4.5% | 0.41% | -1.9% |
| Q4 2020 | $1,107,000 | – | 23,196 | – | 0.42% | – |
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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% |