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 2023 | $7,862,072 | +6.6% | 169,954 | +7.2% | 0.04% | +9.1% |
| Q2 2023 | $7,374,121 | +11.4% | 158,481 | +9.6% | 0.03% | +6.5% |
| Q1 2023 | $6,621,783 | +31.9% | 144,612 | +26.7% | 0.03% | +29.2% |
| Q4 2022 | $5,018,951 | -0.2% | 114,093 | -9.7% | 0.02% | -7.7% |
| Q3 2022 | $5,029,000 | +117.0% | 126,304 | +143.2% | 0.03% | +136.4% |
| Q2 2022 | $2,318,000 | +13.6% | 51,931 | +35.7% | 0.01% | +37.5% |
| Q1 2022 | $2,040,000 | -7.1% | 38,269 | -7.8% | 0.01% | -11.1% |
| Q4 2021 | $2,196,000 | -22.0% | 41,503 | -21.2% | 0.01% | -25.0% |
| Q3 2021 | $2,817,000 | +5.5% | 52,670 | +7.5% | 0.01% | 0.0% |
| Q2 2021 | $2,669,000 | +55.2% | 48,997 | +46.1% | 0.01% | +50.0% |
| Q1 2021 | $1,720,000 | +1.7% | 33,532 | -5.4% | 0.01% | 0.0% |
| Q4 2020 | $1,691,000 | -13.1% | 35,433 | -24.8% | 0.01% | -27.3% |
| Q3 2020 | $1,947,000 | -11.9% | 47,095 | -16.9% | 0.01% | -15.4% |
| Q2 2020 | $2,211,000 | -16.1% | 56,683 | -28.9% | 0.01% | -31.6% |
| Q1 2020 | $2,634,000 | -44.4% | 79,758 | -19.5% | 0.02% | -26.9% |
| Q4 2019 | $4,737,000 | +2.7% | 99,057 | -4.9% | 0.03% | -7.1% |
| Q3 2019 | $4,614,000 | -4.7% | 104,149 | +1.3% | 0.03% | -6.7% |
| Q2 2019 | $4,840,000 | -8.7% | 102,859 | -8.6% | 0.03% | -11.8% |
| Q1 2019 | $5,303,000 | +2.0% | 112,572 | -9.3% | 0.03% | -10.5% |
| Q4 2018 | $5,200,000 | -38.2% | 124,133 | -32.6% | 0.04% | -29.6% |
| Q3 2018 | $8,410,000 | -25.4% | 184,217 | -22.1% | 0.05% | -28.9% |
| Q2 2018 | $11,270,000 | -13.9% | 236,328 | -2.4% | 0.08% | -14.6% |
| Q1 2018 | $13,087,000 | +13.1% | 242,174 | +9.2% | 0.09% | +12.7% |
| Q4 2017 | $11,568,000 | +12.0% | 221,823 | +5.3% | 0.08% | +6.8% |
| Q3 2017 | $10,328,000 | +9.9% | 210,652 | +2.5% | 0.07% | +7.2% |
| Q2 2017 | $9,400,000 | +4.1% | 205,474 | +2.1% | 0.07% | +1.5% |
| Q1 2017 | $9,033,000 | +33.6% | 201,263 | +16.5% | 0.07% | +23.6% |
| Q4 2016 | $6,759,000 | -14.3% | 172,828 | -8.5% | 0.06% | -15.4% |
| Q3 2016 | $7,884,000 | +11.1% | 188,840 | +3.1% | 0.06% | +8.3% |
| Q2 2016 | $7,095,000 | -7.5% | 183,150 | -9.7% | 0.06% | -9.1% |
| Q1 2016 | $7,667,000 | +10.8% | 202,927 | +2.8% | 0.07% | +8.2% |
| Q4 2015 | $6,921,000 | -12.3% | 197,404 | -10.9% | 0.06% | -16.4% |
| Q3 2015 | $7,894,000 | -39.0% | 221,676 | -25.7% | 0.07% | -35.4% |
| Q2 2015 | $12,937,000 | +23.6% | 298,160 | +25.9% | 0.11% | +24.2% |
| Q1 2015 | $10,471,000 | +8.0% | 236,740 | +5.4% | 0.09% | +9.6% |
| Q4 2014 | $9,693,000 | -3.1% | 224,572 | +3.7% | 0.08% | -8.8% |
| Q3 2014 | $10,008,000 | +8.3% | 216,530 | +12.4% | 0.09% | +8.3% |
| Q2 2014 | $9,240,000 | +23.7% | 192,585 | +20.2% | 0.08% | +20.0% |
| Q1 2014 | $7,471,000 | +5.3% | 160,280 | +4.2% | 0.07% | +1.4% |
| Q4 2013 | $7,093,000 | -3.2% | 153,884 | -2.1% | 0.07% | -9.2% |
| Q3 2013 | $7,330,000 | +8.6% | 157,137 | +7.2% | 0.08% | +5.6% |
| Q2 2013 | $6,747,000 | – | 146,555 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 296,643 | $11,812,000 | 6.73% |
| Aprio Wealth Management, LLC | 388,403 | $15,466,000 | 6.21% |
| Financial Planning & Information Services, Inc. | 496,372 | $19,766,000 | 4.79% |
| WADDELL & ASSOCIATES, LLC | 586,445 | $23,352,000 | 4.52% |
| Great Point Wealth Advisors, LLC | 295,494 | $11,767,000 | 4.39% |
| Shore Point Advisors, LLC | 97,247 | $3,872,000 | 3.78% |
| Neumann Capital Management, LLC | 165,401 | $6,586,000 | 3.39% |
| Baker Ellis Asset Management LLC | 220,971 | $8,799,000 | 1.92% |
| Creative Planning | 26,884,747 | $1,070,551,000 | 1.85% |
| Tacita Capital Inc | 55,200 | $2,198,000 | 1.70% |