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 | $1,204,839 | -2.2% | 26,044 | -1.6% | 0.00% | 0.0% |
Q2 2023 | $1,231,392 | +2.9% | 26,469 | +1.3% | 0.00% | 0.0% |
Q1 2023 | $1,196,836 | +4.9% | 26,137 | +0.8% | 0.00% | 0.0% |
Q4 2022 | $1,141,119 | +21.1% | 25,939 | +9.7% | 0.00% | 0.0% |
Q3 2022 | $942,000 | -9.1% | 23,647 | +1.9% | 0.00% | 0.0% |
Q2 2022 | $1,036,000 | -4.3% | 23,199 | +14.2% | 0.00% | +100.0% |
Q1 2022 | $1,083,000 | +6.0% | 20,308 | +5.2% | 0.00% | 0.0% |
Q4 2021 | $1,022,000 | -0.8% | 19,311 | +0.3% | 0.00% | -50.0% |
Q3 2021 | $1,030,000 | -8.5% | 19,258 | -6.8% | 0.00% | 0.0% |
Q2 2021 | $1,126,000 | +24.4% | 20,668 | +17.1% | 0.00% | +100.0% |
Q1 2021 | $905,000 | +3.4% | 17,654 | -3.7% | 0.00% | -50.0% |
Q4 2020 | $875,000 | -33.0% | 18,336 | -41.9% | 0.00% | -33.3% |
Q3 2020 | $1,305,000 | +15.7% | 31,550 | +9.1% | 0.00% | 0.0% |
Q2 2020 | $1,128,000 | +19.4% | 28,906 | +0.7% | 0.00% | 0.0% |
Q1 2020 | $945,000 | -29.3% | 28,711 | +2.9% | 0.00% | 0.0% |
Q4 2019 | $1,336,000 | +13.1% | 27,901 | +5.0% | 0.00% | 0.0% |
Q3 2019 | $1,181,000 | +6.2% | 26,568 | +12.7% | 0.00% | 0.0% |
Q2 2019 | $1,112,000 | -7.8% | 23,569 | -7.7% | 0.00% | 0.0% |
Q1 2019 | $1,206,000 | +63.0% | 25,523 | +44.5% | 0.00% | +50.0% |
Q4 2018 | $740,000 | +120.9% | 17,662 | +142.5% | 0.00% | +100.0% |
Q3 2018 | $335,000 | -44.2% | 7,283 | -42.2% | 0.00% | -50.0% |
Q2 2018 | $600,000 | -43.0% | 12,606 | -35.5% | 0.00% | -33.3% |
Q1 2018 | $1,052,000 | -16.0% | 19,545 | -18.6% | 0.00% | -25.0% |
Q4 2017 | $1,253,000 | +44.7% | 24,023 | +36.8% | 0.00% | +33.3% |
Q3 2017 | $866,000 | +1.6% | 17,558 | -4.9% | 0.00% | 0.0% |
Q2 2017 | $852,000 | +24.0% | 18,458 | +21.4% | 0.00% | 0.0% |
Q1 2017 | $687,000 | +46.5% | 15,206 | +25.6% | 0.00% | +50.0% |
Q4 2016 | $469,000 | +31.4% | 12,104 | +42.1% | 0.00% | 0.0% |
Q3 2016 | $357,000 | -3.3% | 8,519 | -10.5% | 0.00% | 0.0% |
Q2 2016 | $369,000 | -6.8% | 9,514 | -9.3% | 0.00% | 0.0% |
Q1 2016 | $396,000 | +89.5% | 10,489 | +121.8% | 0.00% | +100.0% |
Q1 2015 | $209,000 | -40.1% | 4,728 | -41.5% | 0.00% | -50.0% |
Q4 2014 | $349,000 | -3.6% | 8,076 | +3.2% | 0.00% | -33.3% |
Q3 2014 | $362,000 | -6.7% | 7,825 | -3.4% | 0.00% | 0.0% |
Q2 2014 | $388,000 | +1.6% | 8,097 | -1.2% | 0.00% | -25.0% |
Q1 2014 | $382,000 | – | 8,192 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |