WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 180 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $111,104 | -34.2% | 2,296 | -34.1% | 0.00% | – |
| Q2 2023 | $168,926 | -6.9% | 3,483 | -14.1% | 0.00% | – |
| Q4 2022 | $181,384 | -5.5% | 4,056 | -7.2% | 0.00% | – |
| Q3 2022 | $192,000 | -17.9% | 4,370 | -8.2% | 0.00% | – |
| Q2 2022 | $234,000 | -28.9% | 4,762 | -22.1% | 0.00% | – |
| Q1 2022 | $329,000 | +0.6% | 6,116 | -0.9% | 0.00% | – |
| Q4 2021 | $327,000 | -7.1% | 6,169 | -6.7% | 0.00% | – |
| Q3 2021 | $352,000 | -1.9% | 6,614 | +0.3% | 0.00% | – |
| Q2 2021 | $359,000 | +20.5% | 6,597 | +15.3% | 0.00% | – |
| Q1 2021 | $298,000 | -11.6% | 5,722 | -17.9% | 0.00% | – |
| Q4 2020 | $337,000 | -58.3% | 6,967 | -63.8% | 0.00% | -100.0% |
| Q3 2020 | $808,000 | -74.9% | 19,265 | -75.1% | 0.00% | -66.7% |
| Q2 2020 | $3,214,000 | -5.5% | 77,430 | -25.2% | 0.00% | -25.0% |
| Q1 2020 | $3,400,000 | -4.0% | 103,553 | +39.8% | 0.00% | +33.3% |
| Q4 2019 | $3,541,000 | -17.1% | 74,050 | -23.2% | 0.00% | -25.0% |
| Q3 2019 | $4,272,000 | -9.2% | 96,441 | -3.6% | 0.00% | 0.0% |
| Q2 2019 | $4,705,000 | -0.2% | 100,009 | -0.1% | 0.00% | 0.0% |
| Q1 2019 | $4,716,000 | +12.8% | 100,112 | +0.3% | 0.00% | 0.0% |
| Q4 2018 | $4,180,000 | -30.7% | 99,779 | -24.5% | 0.00% | -20.0% |
| Q3 2018 | $6,031,000 | -13.8% | 132,114 | -9.9% | 0.01% | -16.7% |
| Q2 2018 | $6,993,000 | -19.7% | 146,630 | -9.0% | 0.01% | -25.0% |
| Q1 2018 | $8,708,000 | +7.1% | 161,140 | +3.4% | 0.01% | +14.3% |
| Q4 2017 | $8,131,000 | +15.7% | 155,910 | +8.8% | 0.01% | +16.7% |
| Q3 2017 | $7,025,000 | +26.6% | 143,273 | +18.2% | 0.01% | +20.0% |
| Q2 2017 | $5,547,000 | -12.4% | 121,256 | -14.0% | 0.01% | -16.7% |
| Q1 2017 | $6,329,000 | +33.6% | 141,015 | +16.6% | 0.01% | +20.0% |
| Q4 2016 | $4,739,000 | -2.4% | 120,967 | +4.0% | 0.01% | 0.0% |
| Q3 2016 | $4,854,000 | +22.9% | 116,260 | +14.0% | 0.01% | 0.0% |
| Q2 2016 | $3,950,000 | +131.1% | 101,953 | +125.4% | 0.01% | +150.0% |
| Q1 2016 | $1,709,000 | -8.7% | 45,231 | -15.3% | 0.00% | 0.0% |
| Q4 2015 | $1,872,000 | -2.7% | 53,408 | -1.1% | 0.00% | -33.3% |
| Q3 2015 | $1,923,000 | -38.8% | 54,008 | -25.4% | 0.00% | -25.0% |
| Q2 2015 | $3,143,000 | -4.2% | 72,441 | -2.4% | 0.00% | 0.0% |
| Q1 2015 | $3,282,000 | +16.1% | 74,222 | +13.3% | 0.00% | +33.3% |
| Q4 2014 | $2,826,000 | -0.9% | 65,484 | +6.1% | 0.00% | 0.0% |
| Q3 2014 | $2,851,000 | -7.0% | 61,697 | -3.5% | 0.00% | 0.0% |
| Q2 2014 | $3,066,000 | +25.6% | 63,915 | +22.0% | 0.00% | 0.0% |
| Q1 2014 | $2,442,000 | +24.0% | 52,382 | +22.6% | 0.00% | 0.0% |
| Q4 2013 | $1,970,000 | +161.6% | 42,740 | +164.8% | 0.00% | +200.0% |
| Q3 2013 | $753,000 | +63.7% | 16,140 | +61.5% | 0.00% | 0.0% |
| Q2 2013 | $460,000 | – | 9,995 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |