WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 3.96 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $166,536 | -0.6% | 3,600 | 0.0% | 0.00% | – |
| Q2 2023 | $167,508 | +1.6% | 3,600 | 0.0% | 0.00% | – |
| Q1 2023 | $164,844 | +4.1% | 3,600 | 0.0% | 0.00% | – |
| Q4 2022 | $158,364 | +27.7% | 3,600 | +16.1% | 0.00% | – |
| Q3 2022 | $124,000 | +13.8% | 3,100 | +26.0% | 0.00% | – |
| Q2 2022 | $109,000 | -19.9% | 2,460 | -3.9% | 0.00% | – |
| Q1 2022 | $136,000 | +172.0% | 2,560 | +167.5% | 0.00% | – |
| Q4 2021 | $50,000 | -2.0% | 957 | 0.0% | 0.00% | – |
| Q3 2021 | $51,000 | -1.9% | 957 | 0.0% | 0.00% | – |
| Q2 2021 | $52,000 | -27.8% | 957 | -31.4% | 0.00% | – |
| Q1 2021 | $72,000 | +7.5% | 1,396 | 0.0% | 0.00% | – |
| Q4 2020 | $67,000 | -4.3% | 1,396 | -17.5% | 0.00% | – |
| Q3 2020 | $70,000 | -5.4% | 1,693 | -10.6% | 0.00% | – |
| Q2 2020 | $74,000 | +80.5% | 1,893 | +51.0% | 0.00% | – |
| Q1 2020 | $41,000 | -65.0% | 1,254 | -48.8% | 0.00% | – |
| Q4 2019 | $117,000 | +112.7% | 2,449 | +95.3% | 0.00% | – |
| Q3 2019 | $55,000 | -6.8% | 1,254 | 0.0% | 0.00% | – |
| Q2 2019 | $59,000 | -16.9% | 1,254 | -16.6% | 0.00% | – |
| Q1 2019 | $71,000 | +36.5% | 1,504 | +19.9% | 0.00% | – |
| Q4 2018 | $52,000 | -14.8% | 1,254 | -7.4% | 0.00% | – |
| Q3 2018 | $61,000 | -29.9% | 1,354 | -25.6% | 0.00% | – |
| Q2 2018 | $87,000 | -15.5% | 1,821 | -4.9% | 0.00% | – |
| Q1 2018 | $103,000 | -2.8% | 1,915 | -5.0% | 0.00% | – |
| Q4 2017 | $106,000 | +7.1% | 2,015 | 0.0% | 0.00% | – |
| Q3 2017 | $99,000 | +23.8% | 2,015 | +15.1% | 0.00% | – |
| Q2 2017 | $80,000 | -3.6% | 1,751 | -5.4% | 0.00% | – |
| Q1 2017 | $83,000 | +12.2% | 1,851 | -1.6% | 0.00% | – |
| Q4 2016 | $74,000 | -7.5% | 1,882 | -1.1% | 0.00% | – |
| Q3 2016 | $80,000 | -1.2% | 1,902 | -9.8% | 0.00% | – |
| Q2 2016 | $81,000 | -3.6% | 2,108 | -4.5% | 0.00% | – |
| Q1 2016 | $84,000 | -66.1% | 2,208 | -68.8% | 0.00% | -100.0% |
| Q4 2015 | $248,000 | +35.5% | 7,079 | +38.3% | 0.00% | 0.0% |
| Q3 2015 | $183,000 | -20.4% | 5,118 | -3.6% | 0.00% | 0.0% |
| Q2 2015 | $230,000 | -34.5% | 5,308 | -33.0% | 0.00% | 0.0% |
| Q1 2015 | $351,000 | -4.9% | 7,921 | -7.3% | 0.00% | 0.0% |
| Q4 2014 | $369,000 | +3.1% | 8,546 | +10.3% | 0.00% | 0.0% |
| Q3 2014 | $358,000 | -0.6% | 7,750 | +2.9% | 0.00% | 0.0% |
| Q2 2014 | $360,000 | -37.1% | 7,530 | -38.7% | 0.00% | -50.0% |
| Q1 2014 | $572,000 | -10.9% | 12,286 | -11.8% | 0.00% | -33.3% |
| Q4 2013 | $642,000 | +8.3% | 13,930 | +9.4% | 0.00% | 0.0% |
| Q3 2013 | $593,000 | +22.0% | 12,730 | +20.8% | 0.00% | +50.0% |
| Q2 2013 | $486,000 | – | 10,541 | – | 0.00% | – |
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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% |