WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 166 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,948 | -0.6% | 7,327 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $340,926 | +1.6% | 7,327 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $335,504 | -3.6% | 7,327 | -7.4% | 0.00% | -25.0% |
| Q4 2022 | $348,138 | +14.1% | 7,914 | +3.4% | 0.00% | +33.3% |
| Q3 2022 | $305,000 | -11.3% | 7,652 | -0.6% | 0.00% | -25.0% |
| Q2 2022 | $344,000 | +96.6% | 7,697 | +134.9% | 0.00% | +100.0% |
| Q1 2022 | $175,000 | +98.9% | 3,277 | +97.2% | 0.00% | +100.0% |
| Q4 2021 | $88,000 | +158.8% | 1,662 | +163.4% | 0.00% | – |
| Q3 2021 | $34,000 | +3.0% | 631 | -9.9% | 0.00% | – |
| Q4 2020 | $33,000 | +1550.0% | 700 | +2233.3% | 0.00% | – |
| Q1 2013 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q4 2012 | $1,000 | -95.0% | 30 | -93.0% | 0.00% | -100.0% |
| Q3 2012 | $20,000 | +17.6% | 430 | +7.5% | 0.00% | 0.0% |
| Q2 2012 | $17,000 | 0.0% | 400 | -11.1% | 0.00% | 0.0% |
| Q3 2011 | $17,000 | -29.2% | 450 | 0.0% | 0.00% | 0.0% |
| Q2 2011 | $24,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% |
| Q1 2011 | $24,000 | +300.0% | 450 | +309.1% | 0.00% | – |
| Q3 2010 | $6,000 | +50.0% | 110 | 0.0% | 0.00% | – |
| Q2 2010 | $4,000 | – | 110 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |