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 | $7,849,578 | -8.6% | 169,684 | -0.7% | 0.00% | 0.0% |
| Q2 2023 | $8,589,935 | +0.9% | 170,881 | -8.1% | 0.00% | 0.0% |
| Q1 2023 | $8,512,762 | +2.2% | 185,935 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $8,328,000 | -0.3% | 185,371 | -12.0% | 0.00% | 0.0% |
| Q3 2022 | $8,354,000 | -6.6% | 210,721 | +4.1% | 0.00% | 0.0% |
| Q2 2022 | $8,948,000 | +49.2% | 202,338 | +80.0% | 0.00% | +50.0% |
| Q1 2022 | $5,999,000 | +16.5% | 112,420 | +15.6% | 0.00% | +100.0% |
| Q4 2021 | $5,149,000 | -3.4% | 97,242 | -2.4% | 0.00% | -50.0% |
| Q3 2021 | $5,332,000 | -3.4% | 99,678 | +1.1% | 0.00% | 0.0% |
| Q2 2021 | $5,518,000 | +8.7% | 98,612 | -0.3% | 0.00% | 0.0% |
| Q1 2021 | $5,077,000 | +31.5% | 98,868 | +27.2% | 0.00% | +100.0% |
| Q4 2020 | $3,862,000 | +9.2% | 77,724 | -8.9% | 0.00% | 0.0% |
| Q3 2020 | $3,536,000 | +13.4% | 85,345 | +10.9% | 0.00% | 0.0% |
| Q2 2020 | $3,119,000 | +24.8% | 76,931 | -8.5% | 0.00% | 0.0% |
| Q1 2020 | $2,500,000 | -58.0% | 84,103 | -32.4% | 0.00% | -50.0% |
| Q4 2019 | $5,955,000 | +3.7% | 124,399 | -4.2% | 0.00% | -33.3% |
| Q3 2019 | $5,744,000 | +22.9% | 129,884 | +30.8% | 0.00% | +50.0% |
| Q2 2019 | $4,672,000 | +9.9% | 99,292 | +10.1% | 0.00% | 0.0% |
| Q1 2019 | $4,250,000 | +49.8% | 90,217 | +33.2% | 0.00% | +100.0% |
| Q4 2018 | $2,837,000 | +12.2% | 67,730 | +22.3% | 0.00% | 0.0% |
| Q3 2018 | $2,528,000 | +32.4% | 55,384 | +38.3% | 0.00% | 0.0% |
| Q2 2018 | $1,910,000 | +29.1% | 40,047 | +46.3% | 0.00% | 0.0% |
| Q1 2018 | $1,480,000 | +53.8% | 27,379 | +48.5% | 0.00% | – |
| Q4 2017 | $962,000 | +6.9% | 18,443 | +0.5% | 0.00% | – |
| Q3 2017 | $900,000 | +12.9% | 18,359 | +5.1% | 0.00% | – |
| Q2 2017 | $797,000 | +31.1% | 17,463 | +29.0% | 0.00% | – |
| Q1 2017 | $608,000 | +166.7% | 13,541 | +131.6% | 0.00% | – |
| Q4 2016 | $228,000 | -96.6% | 5,846 | -96.4% | 0.00% | -100.0% |
| Q3 2016 | $6,705,000 | +24.6% | 160,561 | +15.4% | 0.00% | +33.3% |
| Q2 2016 | $5,383,000 | +17.0% | 139,156 | +14.2% | 0.00% | 0.0% |
| Q1 2016 | $4,602,000 | +47.1% | 121,801 | +37.0% | 0.00% | +50.0% |
| Q4 2015 | $3,129,000 | +17.0% | 88,901 | +17.8% | 0.00% | 0.0% |
| Q3 2015 | $2,675,000 | +38.1% | 75,468 | +69.0% | 0.00% | +100.0% |
| Q2 2015 | $1,937,000 | -50.4% | 44,652 | -49.5% | 0.00% | -50.0% |
| Q1 2015 | $3,907,000 | -1.2% | 88,343 | -3.6% | 0.00% | 0.0% |
| Q4 2014 | $3,953,000 | -1.6% | 91,603 | +2.9% | 0.00% | 0.0% |
| Q3 2014 | $4,018,000 | -0.6% | 89,012 | +5.6% | 0.00% | 0.0% |
| Q2 2014 | $4,041,000 | +17.6% | 84,280 | +14.3% | 0.00% | 0.0% |
| Q1 2014 | $3,437,000 | +97.4% | 73,746 | +95.2% | 0.00% | +100.0% |
| Q4 2013 | $1,741,000 | +120.9% | 37,781 | +123.8% | 0.00% | 0.0% |
| Q3 2013 | $788,000 | +46.7% | 16,883 | +44.8% | 0.00% | – |
| Q2 2013 | $537,000 | – | 11,659 | – | 0.00% | – |
Download | ||||||
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% |