PRIVATE TRUST CO NA - WISDOMTREE TR ownership

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
PRIVATE TRUST CO NA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$17,217
+101176.5%
3760.0%0.00%
-33.3%
Q4 2022$17
-99.9%
3760.0%0.00%
+50.0%
Q3 2022$15,000
-11.8%
3760.0%0.00%
-33.3%
Q2 2022$17,0003760.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 296,643$11,812,0006.73%
Aprio Wealth Management, LLC 388,403$15,466,0006.21%
Financial Planning & Information Services, Inc. 496,372$19,766,0004.79%
WADDELL & ASSOCIATES, LLC 586,445$23,352,0004.52%
Great Point Wealth Advisors, LLC 295,494$11,767,0004.39%
Shore Point Advisors, LLC 97,247$3,872,0003.78%
Neumann Capital Management, LLC 165,401$6,586,0003.39%
Baker Ellis Asset Management LLC 220,971$8,799,0001.92%
Creative Planning 26,884,747$1,070,551,0001.85%
Tacita Capital Inc 55,200$2,198,0001.70%
View complete list of WISDOMTREE TR shareholders