WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 166 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $215,865,000 | +0.7% | 4,050 | 0.0% | 0.08% | +15.3% |
| Q4 2021 | $214,326,000 | -5.7% | 4,050 | -4.7% | 0.07% | -11.1% |
| Q3 2021 | $227,290,000 | -4.9% | 4,250 | -3.1% | 0.08% | 0.0% |
| Q2 2021 | $238,895,000 | +6.2% | 4,385 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $224,907,000 | -8.2% | 4,385 | -14.6% | 0.08% | -9.0% |
| Q4 2020 | $245,042,000 | -3.4% | 5,135 | -16.3% | 0.09% | -14.4% |
| Q3 2020 | $253,682,000 | – | 6,135 | – | 0.10% | – |
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% |