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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $42,687 | -46.2% | 1,072 | -39.7% | 0.00% | -33.3% |
| Q2 2022 | $79,415 | -46.9% | 1,779 | -36.6% | 0.00% | -40.0% |
| Q1 2022 | $149,507 | -1.0% | 2,805 | -1.7% | 0.01% | 0.0% |
| Q4 2021 | $150,981 | -20.8% | 2,853 | -19.9% | 0.01% | -28.6% |
| Q3 2021 | $190,549 | -2.7% | 3,563 | -0.8% | 0.01% | -12.5% |
| Q2 2021 | $195,747 | +6.2% | 3,593 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $184,285 | +3.9% | 3,593 | -3.4% | 0.01% | -11.1% |
| Q4 2020 | $177,423 | +15.4% | 3,718 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $153,739 | -9.1% | 3,718 | -14.2% | 0.01% | -18.2% |
| Q2 2020 | $169,069 | -22.0% | 4,334 | -34.0% | 0.01% | -38.9% |
| Q1 2020 | $216,776 | -29.5% | 6,563 | +2.1% | 0.02% | -18.2% |
| Q4 2019 | $307,339 | -11.0% | 6,427 | -17.6% | 0.02% | -21.4% |
| Q3 2019 | $345,451 | -5.8% | 7,798 | 0.0% | 0.03% | -9.7% |
| Q2 2019 | $366,896 | -4.2% | 7,798 | -4.1% | 0.03% | -13.9% |
| Q1 2019 | $383,146 | +11.4% | 8,133 | -0.9% | 0.04% | -14.3% |
| Q4 2018 | $343,833 | -3.4% | 8,208 | +5.3% | 0.04% | +2.4% |
| Q3 2018 | $355,979 | -3.9% | 7,798 | +0.4% | 0.04% | -18.0% |
| Q2 2018 | $370,456 | -5.4% | 7,768 | +7.2% | 0.05% | -13.8% |
| Q1 2018 | $391,412 | -1.7% | 7,243 | -5.1% | 0.06% | -7.9% |
| Q4 2017 | $398,061 | – | 7,633 | – | 0.06% | – |
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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% |