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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $926 | -22.8% | 19,900 | -24.1% | 0.00% | -50.0% |
| Q1 2023 | $1,200 | -34.0% | 26,203 | -36.6% | 0.00% | 0.0% |
| Q4 2022 | $1,817 | -99.8% | 41,300 | +98.6% | 0.00% | +100.0% |
| Q3 2022 | $828,000 | -10.4% | 20,800 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $924,000 | -1.9% | 20,700 | +16.3% | 0.00% | 0.0% |
| Q4 2021 | $942,000 | -41.1% | 17,800 | -40.5% | 0.00% | -50.0% |
| Q3 2021 | $1,599,000 | +43.2% | 29,900 | +45.9% | 0.00% | +100.0% |
| Q2 2021 | $1,117,000 | -57.7% | 20,497 | -60.2% | 0.00% | -66.7% |
| Q1 2021 | $2,641,000 | +508.5% | 51,500 | +465.9% | 0.00% | – |
| Q4 2020 | $434,000 | -0.9% | 9,100 | -14.2% | 0.00% | – |
| Q3 2020 | $438,000 | -70.0% | 10,600 | -65.3% | 0.00% | -100.0% |
| Q4 2019 | $1,462,000 | +27.6% | 30,564 | +44.2% | 0.00% | 0.0% |
| Q2 2018 | $1,146,000 | 0.0% | 21,200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,146,000 | +131.5% | 21,200 | +123.2% | 0.00% | 0.0% |
| Q4 2017 | $495,000 | – | 9,500 | – | 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% |