WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 193 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,427,885 | +543.1% | 74,861 | +648.7% | 0.00% | – |
| Q1 2022 | $533,000 | -2.7% | 9,999 | -3.4% | 0.00% | – |
| Q4 2021 | $548,000 | +0.6% | 10,356 | +1.5% | 0.00% | – |
| Q3 2021 | $545,000 | -1.6% | 10,200 | +0.4% | 0.00% | – |
| Q2 2021 | $554,000 | +9.3% | 10,164 | +2.9% | 0.00% | – |
| Q1 2021 | $507,000 | -66.8% | 9,877 | -66.2% | 0.00% | – |
| Q4 2017 | $1,526,000 | -36.2% | 29,260 | -52.1% | 0.00% | -100.0% |
| Q4 2016 | $2,391,000 | -22.9% | 61,126 | -25.6% | 0.00% | 0.0% |
| Q1 2016 | $3,103,000 | -66.7% | 82,133 | -69.1% | 0.00% | -66.7% |
| Q4 2015 | $9,330,000 | +30.6% | 266,116 | +32.6% | 0.00% | +50.0% |
| Q3 2015 | $7,145,000 | -14.2% | 200,643 | +4.6% | 0.00% | -33.3% |
| Q2 2015 | $8,326,000 | +2.7% | 191,890 | +4.7% | 0.00% | 0.0% |
| Q1 2015 | $8,107,000 | +43.3% | 183,299 | +39.8% | 0.00% | +50.0% |
| Q4 2014 | $5,658,000 | +26.7% | 131,086 | +35.7% | 0.00% | +100.0% |
| Q3 2014 | $4,466,000 | +13.6% | 96,634 | +17.9% | 0.00% | 0.0% |
| Q2 2014 | $3,932,000 | -6.2% | 81,946 | -8.9% | 0.00% | 0.0% |
| Q1 2014 | $4,192,000 | -5.4% | 89,948 | -6.4% | 0.00% | 0.0% |
| Q4 2013 | $4,430,000 | +23.8% | 96,118 | +25.3% | 0.00% | 0.0% |
| Q3 2013 | $3,577,000 | +0.6% | 76,684 | -0.7% | 0.00% | 0.0% |
| Q2 2013 | $3,556,000 | +97.9% | 77,239 | +112.4% | 0.00% | 0.0% |
| Q4 2012 | $1,797,000 | -57.2% | 36,357 | -60.3% | 0.00% | -50.0% |
| Q3 2012 | $4,196,000 | +1377.5% | 91,493 | +1294.7% | 0.00% | – |
| Q2 2012 | $284,000 | -78.9% | 6,560 | -76.6% | 0.00% | -100.0% |
| Q1 2012 | $1,347,000 | – | 27,995 | – | 0.00% | – |
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% |