WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 170 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $996 | -10.0% | 19,354 | -11.1% | 0.00% | 0.0% |
| Q1 2024 | $1,107 | -9.9% | 21,771 | -11.5% | 0.00% | 0.0% |
| Q4 2023 | $1,229 | +8.5% | 24,609 | +0.5% | 0.00% | 0.0% |
| Q3 2023 | $1,133 | -3.0% | 24,496 | -2.4% | 0.00% | 0.0% |
| Q2 2023 | $1,168 | -0.7% | 25,100 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $1,176 | +5.2% | 25,684 | +1.0% | 0.00% | -33.3% |
| Q4 2022 | $1,118 | -99.9% | 25,423 | -1.7% | 0.00% | 0.0% |
| Q3 2022 | $1,029,000 | -38.2% | 25,865 | -30.7% | 0.00% | -25.0% |
| Q2 2022 | $1,666,000 | -17.9% | 37,327 | -1.9% | 0.00% | -20.0% |
| Q1 2022 | $2,028,000 | -22.1% | 38,054 | -22.7% | 0.01% | -16.7% |
| Q4 2021 | $2,604,000 | -4.0% | 49,222 | -3.0% | 0.01% | -14.3% |
| Q3 2021 | $2,712,000 | -28.8% | 50,722 | -27.4% | 0.01% | -30.0% |
| Q2 2021 | $3,808,000 | +10.5% | 69,901 | +4.0% | 0.01% | 0.0% |
| Q1 2021 | $3,447,000 | +36.7% | 67,208 | +27.1% | 0.01% | +25.0% |
| Q4 2020 | $2,522,000 | +11.9% | 52,861 | -3.0% | 0.01% | 0.0% |
| Q3 2020 | $2,253,000 | -1.4% | 54,505 | -7.0% | 0.01% | -11.1% |
| Q2 2020 | $2,285,000 | +14.5% | 58,585 | -3.0% | 0.01% | 0.0% |
| Q1 2020 | $1,995,000 | -32.0% | 60,428 | -1.5% | 0.01% | -18.2% |
| Q4 2019 | $2,932,000 | +8.7% | 61,318 | +0.7% | 0.01% | -8.3% |
| Q3 2019 | $2,698,000 | -4.4% | 60,922 | +1.6% | 0.01% | 0.0% |
| Q2 2019 | $2,822,000 | +16.9% | 59,992 | +17.0% | 0.01% | +9.1% |
| Q1 2019 | $2,415,000 | +14.9% | 51,276 | +2.2% | 0.01% | 0.0% |
| Q4 2018 | $2,101,000 | -3.5% | 50,164 | +5.1% | 0.01% | +10.0% |
| Q3 2018 | $2,178,000 | +3.3% | 47,728 | +7.9% | 0.01% | -9.1% |
| Q2 2018 | $2,109,000 | -11.4% | 44,228 | +0.3% | 0.01% | -15.4% |
| Q1 2018 | $2,381,000 | +4.3% | 44,074 | +0.7% | 0.01% | +8.3% |
| Q4 2017 | $2,283,000 | – | 43,776 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
| Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
| Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
| Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
| Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
| MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
| O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
| Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
| Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |