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 | $20,558,332 | -1.4% | 444,408 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $20,851,488 | -1.0% | 448,130 | -2.6% | 0.01% | 0.0% |
| Q1 2023 | $21,064,526 | -8.1% | 460,024 | -11.7% | 0.01% | -14.3% |
| Q4 2022 | $22,915,239 | +32.8% | 520,919 | +20.2% | 0.01% | +16.7% |
| Q3 2022 | $17,259,000 | -20.4% | 433,423 | -10.8% | 0.01% | -14.3% |
| Q2 2022 | $21,685,000 | -4.4% | 485,789 | +14.1% | 0.01% | +16.7% |
| Q1 2022 | $22,694,000 | +7.0% | 425,769 | +6.3% | 0.01% | +20.0% |
| Q4 2021 | $21,202,000 | -18.9% | 400,637 | -18.0% | 0.01% | -16.7% |
| Q3 2021 | $26,131,000 | -19.0% | 488,610 | -17.5% | 0.01% | -14.3% |
| Q2 2021 | $32,257,000 | +10.9% | 592,089 | +4.4% | 0.01% | 0.0% |
| Q1 2021 | $29,091,000 | +12.2% | 567,177 | +4.4% | 0.01% | +16.7% |
| Q4 2020 | $25,925,000 | +15.3% | 543,264 | -0.1% | 0.01% | 0.0% |
| Q3 2020 | $22,481,000 | +4.3% | 543,655 | -1.6% | 0.01% | 0.0% |
| Q2 2020 | $21,545,000 | +6.1% | 552,313 | -10.2% | 0.01% | -14.3% |
| Q1 2020 | $20,305,000 | -50.8% | 614,760 | -28.7% | 0.01% | -36.4% |
| Q4 2019 | $41,250,000 | +10.9% | 862,592 | +2.7% | 0.01% | 0.0% |
| Q3 2019 | $37,211,000 | -7.4% | 839,967 | -1.7% | 0.01% | 0.0% |
| Q2 2019 | $40,188,000 | -3.8% | 854,164 | -3.6% | 0.01% | -8.3% |
| Q1 2019 | $41,758,000 | +20.2% | 886,406 | +6.9% | 0.01% | 0.0% |
| Q4 2018 | $34,738,000 | -16.1% | 829,257 | -8.6% | 0.01% | 0.0% |
| Q3 2018 | $41,403,000 | -6.7% | 906,960 | -2.5% | 0.01% | -7.7% |
| Q2 2018 | $44,379,000 | -15.2% | 930,583 | -3.9% | 0.01% | -13.3% |
| Q1 2018 | $52,338,000 | +9.9% | 968,521 | +6.1% | 0.02% | +7.1% |
| Q4 2017 | $47,616,000 | -1.9% | 913,035 | -7.8% | 0.01% | -6.7% |
| Q3 2017 | $48,530,000 | +24.7% | 989,800 | +16.3% | 0.02% | +25.0% |
| Q2 2017 | $38,933,000 | +14.2% | 851,010 | +12.0% | 0.01% | +9.1% |
| Q1 2017 | $34,093,000 | +33.9% | 759,662 | +16.7% | 0.01% | +22.2% |
| Q4 2016 | $25,459,000 | +2.7% | 650,943 | +9.7% | 0.01% | 0.0% |
| Q3 2016 | $24,780,000 | +34.6% | 593,552 | +24.9% | 0.01% | +28.6% |
| Q2 2016 | $18,412,000 | +37.9% | 475,285 | +34.5% | 0.01% | +40.0% |
| Q1 2016 | $13,353,000 | +81.1% | 353,460 | +68.1% | 0.01% | +66.7% |
| Q4 2015 | $7,374,000 | -10.6% | 210,320 | -9.2% | 0.00% | 0.0% |
| Q3 2015 | $8,248,000 | -33.1% | 231,606 | -18.5% | 0.00% | -40.0% |
| Q2 2015 | $12,325,000 | -54.2% | 284,056 | -53.3% | 0.01% | 0.0% |
| Q1 2015 | $26,898,000 | +95.5% | 608,170 | +90.8% | 0.01% | 0.0% |
| Q4 2014 | $13,759,000 | -34.0% | 318,791 | -29.4% | 0.01% | -44.4% |
| Q3 2014 | $20,861,000 | -6.7% | 451,361 | -3.2% | 0.01% | 0.0% |
| Q2 2014 | $22,370,000 | -3.7% | 466,233 | -6.4% | 0.01% | -10.0% |
| Q1 2014 | $23,223,000 | +6.6% | 498,223 | +5.4% | 0.01% | +11.1% |
| Q4 2013 | $21,787,000 | +3.7% | 472,703 | +5.0% | 0.01% | -10.0% |
| Q3 2013 | $21,005,000 | +16.3% | 450,268 | +14.8% | 0.01% | +11.1% |
| Q2 2013 | $18,057,000 | – | 392,193 | – | 0.01% | – |
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% |