WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | – | 0 | – | 0.00% | – |
| Q2 2023 | $0 | – | 0 | – | 0.00% | – |
| Q1 2023 | $0 | – | 0 | – | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q3 2022 | $3,000 | – | 78 | – | 0.00% | – |
| Q2 2022 | $0 | – | 0 | – | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $287,000 | +2.5% | 5,416 | +3.3% | 0.02% | -5.9% |
| Q3 2021 | $280,000 | -4.4% | 5,243 | -2.6% | 0.02% | -5.6% |
| Q2 2021 | $293,000 | +7.3% | 5,385 | +1.3% | 0.02% | -5.3% |
| Q1 2021 | $273,000 | +7.1% | 5,316 | -0.6% | 0.02% | 0.0% |
| Q4 2020 | $255,000 | -11.1% | 5,349 | -23.0% | 0.02% | -24.0% |
| Q3 2020 | $287,000 | -0.3% | 6,946 | -6.0% | 0.02% | -10.7% |
| Q2 2020 | $288,000 | +39.1% | 7,388 | +17.8% | 0.03% | +21.7% |
| Q1 2020 | $207,000 | -63.1% | 6,272 | -46.6% | 0.02% | -58.9% |
| Q4 2019 | $561,000 | +22.0% | 11,740 | +13.0% | 0.06% | -51.3% |
| Q3 2019 | $460,000 | +597.0% | 10,390 | +642.1% | 0.12% | +1542.9% |
| Q2 2019 | $66,000 | -15.4% | 1,400 | -16.2% | 0.01% | -12.5% |
| Q1 2019 | $78,000 | +20.0% | 1,670 | +6.4% | 0.01% | 0.0% |
| Q4 2018 | $65,000 | – | 1,570 | – | 0.01% | – |
| Q3 2018 | $0 | – | 0 | – | 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% |