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 | $37,008 | -0.6% | 800 | 0.0% | 0.00% | – |
| Q2 2023 | $37,224 | -5.9% | 800 | -7.4% | 0.00% | – |
| Q1 2023 | $39,563 | +12.4% | 864 | +8.0% | 0.00% | – |
| Q4 2022 | $35,192 | +10.0% | 800 | 0.0% | 0.00% | – |
| Q3 2022 | $32,000 | -52.9% | 800 | -47.0% | 0.00% | – |
| Q2 2022 | $68,000 | +61.9% | 1,510 | +88.8% | 0.00% | – |
| Q1 2022 | $42,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q4 2021 | $42,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q3 2021 | $42,000 | -4.5% | 800 | 0.0% | 0.00% | – |
| Q2 2021 | $44,000 | +4.8% | 800 | 0.0% | 0.00% | – |
| Q1 2021 | $42,000 | +10.5% | 800 | 0.0% | 0.00% | – |
| Q4 2020 | $38,000 | +11.8% | 800 | 0.0% | 0.00% | – |
| Q3 2020 | $34,000 | +6.2% | 800 | 0.0% | 0.00% | – |
| Q2 2020 | $32,000 | +23.1% | 800 | 0.0% | 0.00% | – |
| Q1 2020 | $26,000 | -31.6% | 800 | 0.0% | 0.00% | – |
| Q4 2019 | $38,000 | +5.6% | 800 | 0.0% | 0.00% | – |
| Q3 2019 | $36,000 | -5.3% | 800 | 0.0% | 0.00% | – |
| Q2 2019 | $38,000 | -98.2% | 800 | -98.2% | 0.00% | -100.0% |
| Q1 2019 | $2,146,000 | +12.5% | 45,556 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,908,000 | -8.5% | 45,556 | -0.3% | 0.00% | 0.0% |
| Q3 2018 | $2,085,000 | -4.8% | 45,674 | -0.6% | 0.00% | 0.0% |
| Q2 2018 | $2,190,000 | -13.6% | 45,940 | -2.1% | 0.00% | 0.0% |
| Q1 2018 | $2,535,000 | +2.5% | 46,911 | -1.1% | 0.00% | 0.0% |
| Q4 2017 | $2,473,000 | +6.3% | 47,411 | -0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,326,000 | +7.2% | 47,421 | +0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,170,000 | +1636.0% | 47,418 | +1604.5% | 0.00% | – |
| Q1 2017 | $125,000 | +21.4% | 2,782 | +4.5% | 0.00% | – |
| Q4 2016 | $103,000 | -22.0% | 2,661 | -16.4% | 0.00% | – |
| Q3 2016 | $132,000 | +7.3% | 3,184 | +0.3% | 0.00% | – |
| Q2 2016 | $123,000 | +2.5% | 3,175 | +0.2% | 0.00% | – |
| Q1 2016 | $120,000 | +5.3% | 3,169 | -2.2% | 0.00% | – |
| Q4 2015 | $114,000 | -26.0% | 3,239 | -25.3% | 0.00% | – |
| Q3 2015 | $154,000 | -73.1% | 4,337 | -67.1% | 0.00% | -100.0% |
| Q2 2015 | $572,000 | +0.4% | 13,194 | +2.3% | 0.00% | 0.0% |
| Q1 2015 | $570,000 | -4.4% | 12,903 | -6.4% | 0.00% | 0.0% |
| Q4 2014 | $596,000 | -63.0% | 13,792 | -60.4% | 0.00% | -50.0% |
| Q3 2014 | $1,609,000 | +48.7% | 34,810 | +54.2% | 0.00% | +100.0% |
| Q2 2014 | $1,082,000 | -0.8% | 22,568 | -3.6% | 0.00% | 0.0% |
| Q1 2014 | $1,091,000 | +11.3% | 23,418 | +10.1% | 0.00% | 0.0% |
| Q4 2013 | $980,000 | -1.7% | 21,268 | -0.5% | 0.00% | 0.0% |
| Q3 2013 | $997,000 | -8.2% | 21,366 | -9.3% | 0.00% | -50.0% |
| Q2 2013 | $1,086,000 | – | 23,566 | – | 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% |