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 | $30,907,973 | +2.7% | 668,135 | +3.3% | 0.00% | 0.0% |
| Q2 2023 | $30,101,684 | +8.7% | 646,930 | +7.0% | 0.00% | 0.0% |
| Q1 2023 | $27,693,981 | +21.4% | 604,804 | +16.6% | 0.00% | 0.0% |
| Q4 2022 | $22,809,343 | +15.0% | 518,512 | +4.1% | 0.00% | 0.0% |
| Q3 2022 | $19,838,000 | -14.0% | 498,188 | -3.6% | 0.00% | 0.0% |
| Q2 2022 | $23,071,000 | -13.7% | 516,816 | +3.1% | 0.00% | -25.0% |
| Q1 2022 | $26,730,000 | +4.0% | 501,494 | +3.3% | 0.00% | +33.3% |
| Q4 2021 | $25,700,000 | +12.8% | 485,644 | +14.0% | 0.00% | 0.0% |
| Q3 2021 | $22,791,000 | -3.4% | 426,144 | -1.6% | 0.00% | 0.0% |
| Q2 2021 | $23,597,000 | -2.0% | 433,132 | -7.7% | 0.00% | -25.0% |
| Q1 2021 | $24,073,000 | +6.8% | 469,351 | -0.7% | 0.00% | +33.3% |
| Q4 2020 | $22,550,000 | +15.3% | 472,558 | -0.1% | 0.00% | -25.0% |
| Q3 2020 | $19,555,000 | +2.9% | 472,925 | -2.9% | 0.00% | 0.0% |
| Q2 2020 | $18,995,000 | +11.9% | 486,922 | -5.3% | 0.00% | -20.0% |
| Q1 2020 | $16,976,000 | -29.6% | 513,945 | +1.9% | 0.01% | -16.7% |
| Q4 2019 | $24,124,000 | +17.3% | 504,449 | +8.6% | 0.01% | +20.0% |
| Q3 2019 | $20,571,000 | -8.7% | 464,346 | -3.0% | 0.01% | -16.7% |
| Q2 2019 | $22,533,000 | +1.0% | 478,921 | +1.2% | 0.01% | 0.0% |
| Q1 2019 | $22,303,000 | +45.3% | 473,415 | +29.2% | 0.01% | +20.0% |
| Q4 2018 | $15,346,000 | -33.3% | 366,347 | -27.3% | 0.01% | -16.7% |
| Q3 2018 | $23,014,000 | -21.0% | 504,121 | -17.5% | 0.01% | -25.0% |
| Q2 2018 | $29,147,000 | -15.6% | 611,178 | -4.3% | 0.01% | -20.0% |
| Q1 2018 | $34,524,000 | +19.3% | 638,873 | +15.1% | 0.01% | +25.0% |
| Q4 2017 | $28,945,000 | +33.4% | 555,037 | +25.4% | 0.01% | +33.3% |
| Q3 2017 | $21,696,000 | +16.0% | 442,470 | +8.2% | 0.01% | 0.0% |
| Q2 2017 | $18,704,000 | -38.9% | 408,814 | -40.1% | 0.01% | +20.0% |
| Q1 2017 | $30,626,000 | +41.6% | 682,394 | +23.4% | 0.01% | +25.0% |
| Q4 2016 | $21,630,000 | +108.5% | 553,056 | +122.6% | 0.00% | 0.0% |
| Q3 2016 | $10,373,000 | +38.5% | 248,437 | +28.5% | 0.00% | +33.3% |
| Q2 2016 | $7,491,000 | +0.2% | 193,363 | -2.3% | 0.00% | 0.0% |
| Q1 2016 | $7,475,000 | -14.8% | 197,864 | -20.9% | 0.00% | 0.0% |
| Q4 2015 | $8,774,000 | -29.6% | 250,246 | -28.5% | 0.00% | -40.0% |
| Q3 2015 | $12,460,000 | -25.6% | 349,913 | -9.3% | 0.01% | -16.7% |
| Q2 2015 | $16,745,000 | +23.1% | 385,926 | +25.5% | 0.01% | +20.0% |
| Q1 2015 | $13,603,000 | -4.4% | 307,541 | -6.7% | 0.01% | 0.0% |
| Q4 2014 | $14,228,000 | -42.1% | 329,656 | -37.9% | 0.01% | -44.4% |
| Q3 2014 | $24,553,000 | -17.3% | 531,209 | -14.1% | 0.01% | -25.0% |
| Q2 2014 | $29,683,000 | +12.5% | 618,654 | +9.3% | 0.01% | +9.1% |
| Q1 2014 | $26,378,000 | -11.3% | 565,936 | -12.3% | 0.01% | -15.4% |
| Q4 2013 | $29,750,000 | -6.8% | 645,473 | -5.7% | 0.01% | -13.3% |
| Q3 2013 | $31,932,000 | +22.1% | 684,488 | +20.5% | 0.02% | +15.4% |
| Q2 2013 | $26,151,000 | – | 568,006 | – | 0.01% | – |
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% |