WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 174 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 12.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,395,572 | -0.7% | 30,168 | -0.2% | 0.02% | +5.9% |
| Q2 2023 | $1,406,044 | +1.3% | 30,218 | -0.3% | 0.02% | -5.6% |
| Q1 2023 | $1,388,261 | +4.1% | 30,318 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $1,333,689 | +306.6% | 30,318 | +268.1% | 0.02% | +260.0% |
| Q3 2022 | $328,000 | -13.0% | 8,236 | -2.4% | 0.01% | 0.0% |
| Q2 2022 | $377,000 | -19.4% | 8,436 | -4.0% | 0.01% | -16.7% |
| Q1 2022 | $468,000 | -4.7% | 8,786 | -5.4% | 0.01% | 0.0% |
| Q4 2021 | $491,000 | -2.2% | 9,286 | -1.1% | 0.01% | -14.3% |
| Q3 2021 | $502,000 | -7.0% | 9,386 | -5.3% | 0.01% | 0.0% |
| Q2 2021 | $540,000 | +2.1% | 9,913 | -3.9% | 0.01% | -12.5% |
| Q1 2021 | $529,000 | -5.2% | 10,318 | -11.8% | 0.01% | -11.1% |
| Q4 2020 | $558,000 | +14.6% | 11,693 | -0.6% | 0.01% | 0.0% |
| Q3 2020 | $487,000 | +0.2% | 11,768 | -5.6% | 0.01% | -10.0% |
| Q2 2020 | $486,000 | -57.3% | 12,463 | -55.5% | 0.01% | -60.0% |
| Q1 2020 | $1,137,000 | +65.3% | 27,992 | +94.5% | 0.02% | +92.3% |
| Q4 2019 | $688,000 | +5.4% | 14,391 | -2.4% | 0.01% | 0.0% |
| Q3 2019 | $653,000 | -14.3% | 14,741 | -9.1% | 0.01% | -18.8% |
| Q2 2019 | $762,000 | -12.8% | 16,216 | -12.7% | 0.02% | -15.8% |
| Q1 2019 | $874,000 | +8.4% | 18,566 | -3.6% | 0.02% | -5.0% |
| Q4 2018 | $806,000 | -17.0% | 19,251 | -9.6% | 0.02% | -9.1% |
| Q3 2018 | $971,000 | -7.2% | 21,291 | -3.0% | 0.02% | -15.4% |
| Q2 2018 | $1,046,000 | -15.2% | 21,951 | -3.9% | 0.03% | -18.8% |
| Q1 2018 | $1,233,000 | -2.1% | 22,832 | -5.5% | 0.03% | +3.2% |
| Q4 2017 | $1,260,000 | +4.5% | 24,163 | -1.8% | 0.03% | -3.1% |
| Q3 2017 | $1,206,000 | +7.9% | 24,613 | +0.7% | 0.03% | +3.2% |
| Q2 2017 | $1,118,000 | +0.4% | 24,446 | -1.5% | 0.03% | -3.1% |
| Q1 2017 | $1,113,000 | +13.3% | 24,821 | -1.2% | 0.03% | +6.7% |
| Q4 2016 | $982,000 | -9.2% | 25,111 | -3.0% | 0.03% | -14.3% |
| Q3 2016 | $1,081,000 | +8.0% | 25,896 | +0.2% | 0.04% | +6.1% |
| Q2 2016 | $1,001,000 | -14.7% | 25,855 | -16.8% | 0.03% | -19.5% |
| Q1 2016 | $1,174,000 | -17.1% | 31,075 | -23.1% | 0.04% | -18.0% |
| Q4 2015 | $1,417,000 | -55.1% | 40,417 | -54.5% | 0.05% | -56.9% |
| Q3 2015 | $3,159,000 | -37.2% | 88,733 | -23.4% | 0.12% | -31.4% |
| Q2 2015 | $5,027,000 | -4.3% | 115,858 | -2.4% | 0.17% | -4.0% |
| Q1 2015 | $5,251,000 | -3.6% | 118,736 | -5.9% | 0.18% | -1.7% |
| Q4 2014 | $5,448,000 | -41.4% | 126,231 | -37.3% | 0.18% | -42.6% |
| Q3 2014 | $9,302,000 | -43.6% | 201,259 | -41.5% | 0.31% | -47.0% |
| Q2 2014 | $16,495,000 | -72.2% | 343,799 | -73.0% | 0.59% | -73.0% |
| Q1 2014 | $59,369,000 | -5.8% | 1,273,751 | -6.9% | 2.18% | -6.4% |
| Q4 2013 | $63,031,000 | +1.0% | 1,367,577 | +2.3% | 2.33% | -6.5% |
| Q3 2013 | $62,379,000 | +3.0% | 1,337,175 | +1.7% | 2.49% | -0.9% |
| Q2 2013 | $60,535,000 | – | 1,314,835 | – | 2.51% | – |
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% |