WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 186 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,290,777 | -2.5% | 1,346,536 | -1.9% | 0.01% | 0.0% |
| Q2 2023 | $63,893,527 | +2.2% | 1,373,168 | +0.6% | 0.01% | +16.7% |
| Q1 2023 | $62,514,757 | +13.2% | 1,365,249 | +8.8% | 0.01% | 0.0% |
| Q4 2022 | $55,203,796 | +33.7% | 1,254,917 | +21.0% | 0.01% | +20.0% |
| Q3 2022 | $41,287,000 | -1.7% | 1,036,850 | +10.2% | 0.01% | 0.0% |
| Q2 2022 | $42,013,000 | -3.9% | 941,134 | +14.8% | 0.01% | +25.0% |
| Q1 2022 | $43,704,000 | +7.5% | 819,951 | +6.7% | 0.00% | 0.0% |
| Q4 2021 | $40,649,000 | +7.2% | 768,109 | +8.3% | 0.00% | 0.0% |
| Q3 2021 | $37,923,000 | +1.0% | 709,120 | +2.9% | 0.00% | 0.0% |
| Q2 2021 | $37,533,000 | +7.0% | 688,942 | +0.7% | 0.00% | 0.0% |
| Q1 2021 | $35,076,000 | -12.1% | 683,891 | -18.2% | 0.00% | -20.0% |
| Q4 2020 | $39,918,000 | +16.1% | 836,515 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $34,371,000 | -1.6% | 831,227 | -7.1% | 0.01% | 0.0% |
| Q2 2020 | $34,917,000 | -7.1% | 895,077 | -21.4% | 0.01% | -28.6% |
| Q1 2020 | $37,602,000 | -54.5% | 1,138,388 | -34.1% | 0.01% | -41.7% |
| Q4 2019 | $82,614,000 | -4.0% | 1,727,598 | -11.1% | 0.01% | -7.7% |
| Q3 2019 | $86,087,000 | -12.3% | 1,943,292 | -6.8% | 0.01% | -13.3% |
| Q2 2019 | $98,146,000 | -0.8% | 2,085,992 | -0.7% | 0.02% | 0.0% |
| Q1 2019 | $98,972,000 | +44.4% | 2,100,838 | +28.4% | 0.02% | +25.0% |
| Q4 2018 | $68,520,000 | -19.7% | 1,635,714 | -12.5% | 0.01% | -7.7% |
| Q3 2018 | $85,374,000 | -11.7% | 1,870,188 | -7.8% | 0.01% | -18.8% |
| Q2 2018 | $96,719,000 | -12.7% | 2,028,051 | -1.0% | 0.02% | -15.8% |
| Q1 2018 | $110,742,000 | +16.9% | 2,049,253 | +12.8% | 0.02% | +18.8% |
| Q4 2017 | $94,732,000 | +27.0% | 1,816,518 | +19.4% | 0.02% | +33.3% |
| Q3 2017 | $74,615,000 | +27.0% | 1,521,830 | +18.5% | 0.01% | 0.0% |
| Q2 2017 | $58,753,000 | +15.3% | 1,284,233 | +13.1% | 0.01% | +20.0% |
| Q1 2017 | $50,966,000 | +27.8% | 1,135,610 | +11.4% | 0.01% | +11.1% |
| Q4 2016 | $39,865,000 | +4.8% | 1,019,303 | +11.8% | 0.01% | +12.5% |
| Q3 2016 | $38,052,000 | +19.9% | 911,434 | +11.3% | 0.01% | +14.3% |
| Q2 2016 | $31,727,000 | -2.2% | 818,965 | -4.6% | 0.01% | -12.5% |
| Q1 2016 | $32,448,000 | +2.6% | 858,870 | -4.8% | 0.01% | +14.3% |
| Q4 2015 | $31,635,000 | -47.8% | 902,296 | -46.9% | 0.01% | -53.3% |
| Q3 2015 | $60,560,000 | -29.1% | 1,700,623 | -13.6% | 0.02% | -46.4% |
| Q2 2015 | $85,420,000 | -8.2% | 1,968,637 | -6.4% | 0.03% | -9.7% |
| Q1 2015 | $93,063,000 | -10.6% | 2,104,051 | -12.7% | 0.03% | -16.2% |
| Q4 2014 | $104,052,000 | -22.3% | 2,410,818 | -16.8% | 0.04% | -14.0% |
| Q3 2014 | $133,854,000 | -1.4% | 2,896,015 | +2.3% | 0.04% | 0.0% |
| Q2 2014 | $135,806,000 | +5.1% | 2,830,467 | +2.1% | 0.04% | -10.4% |
| Q1 2014 | $129,208,000 | -5.2% | 2,772,132 | -6.3% | 0.05% | -2.0% |
| Q4 2013 | $136,340,000 | -5.6% | 2,958,127 | -4.4% | 0.05% | -15.5% |
| Q3 2013 | $144,418,000 | +3.2% | 3,095,757 | +1.8% | 0.06% | -1.7% |
| Q2 2013 | $139,955,000 | – | 3,039,827 | – | 0.06% | – |
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% |