WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 150 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,447,570 | -3.1% | 52,909 | -2.5% | 0.04% | +2.3% |
| Q2 2023 | $2,524,671 | +3.7% | 54,259 | +2.1% | 0.04% | -12.0% |
| Q1 2023 | $2,434,151 | -0.8% | 53,159 | -4.7% | 0.05% | -5.7% |
| Q4 2022 | $2,453,938 | -7.0% | 55,784 | -15.8% | 0.05% | -13.1% |
| Q3 2022 | $2,640,000 | +2.4% | 66,290 | +14.8% | 0.06% | +8.9% |
| Q2 2022 | $2,579,000 | -12.2% | 57,765 | +4.8% | 0.06% | +7.7% |
| Q1 2022 | $2,938,000 | +4.2% | 55,115 | +3.5% | 0.05% | +6.1% |
| Q4 2021 | $2,819,000 | +4.0% | 53,272 | +5.1% | 0.05% | -2.0% |
| Q3 2021 | $2,711,000 | -4.1% | 50,697 | -2.3% | 0.05% | -2.0% |
| Q2 2021 | $2,826,000 | +7.6% | 51,875 | +1.3% | 0.05% | +2.0% |
| Q1 2021 | $2,626,000 | +8.6% | 51,200 | +1.0% | 0.05% | +2.0% |
| Q4 2020 | $2,419,000 | +20.6% | 50,696 | +4.6% | 0.05% | +2.1% |
| Q3 2020 | $2,005,000 | +17.7% | 48,486 | +11.0% | 0.05% | +14.3% |
| Q2 2020 | $1,704,000 | +18.1% | 43,681 | 0.0% | 0.04% | -4.5% |
| Q1 2020 | $1,443,000 | -34.3% | 43,681 | -5.0% | 0.04% | -8.3% |
| Q4 2019 | $2,198,000 | +7.5% | 45,961 | -0.4% | 0.05% | 0.0% |
| Q3 2019 | $2,044,000 | -6.0% | 46,151 | -0.2% | 0.05% | -5.9% |
| Q2 2019 | $2,175,000 | +3.5% | 46,227 | +3.7% | 0.05% | +8.5% |
| Q1 2019 | $2,101,000 | +12.7% | 44,590 | +0.2% | 0.05% | -2.1% |
| Q4 2018 | $1,865,000 | -2.3% | 44,515 | +6.4% | 0.05% | +20.0% |
| Q3 2018 | $1,909,000 | +5.6% | 41,824 | +10.3% | 0.04% | +8.1% |
| Q2 2018 | $1,808,000 | -7.9% | 37,904 | +4.3% | 0.04% | -2.6% |
| Q1 2018 | $1,963,000 | +728.3% | 36,329 | +445.5% | 0.04% | +660.0% |
| Q3 2015 | $237,000 | -38.8% | 6,660 | -25.3% | 0.01% | -28.6% |
| Q2 2015 | $387,000 | -14.0% | 8,915 | -12.4% | 0.01% | -12.5% |
| Q1 2015 | $450,000 | -4.1% | 10,175 | -6.4% | 0.01% | -11.1% |
| Q4 2014 | $469,000 | -23.4% | 10,875 | -17.9% | 0.01% | -25.0% |
| Q3 2014 | $612,000 | -33.0% | 13,240 | -30.4% | 0.01% | -33.3% |
| Q2 2014 | $913,000 | -9.5% | 19,025 | -12.1% | 0.02% | -10.0% |
| Q1 2014 | $1,009,000 | -39.7% | 21,650 | -40.4% | 0.02% | -39.4% |
| Q4 2013 | $1,674,000 | -15.7% | 36,310 | -14.7% | 0.03% | -19.5% |
| Q3 2013 | $1,986,000 | -73.3% | 42,570 | -73.7% | 0.04% | -75.4% |
| Q2 2013 | $7,440,000 | – | 161,595 | – | 0.17% | – |
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% |