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 | $325,000 | -13.3% | 6,104 | -13.8% | 0.01% | -16.7% |
| Q4 2021 | $375,000 | +19.4% | 7,080 | +20.5% | 0.01% | +20.0% |
| Q3 2021 | $314,000 | -7.1% | 5,875 | -5.2% | 0.01% | -16.7% |
| Q2 2021 | $338,000 | +0.6% | 6,199 | -5.3% | 0.01% | -14.3% |
| Q1 2021 | $336,000 | +7.7% | 6,545 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $312,000 | +3.3% | 6,542 | -10.4% | 0.01% | -12.5% |
| Q3 2020 | $302,000 | +11.9% | 7,300 | +5.5% | 0.01% | 0.0% |
| Q2 2020 | $270,000 | +23.9% | 6,922 | +4.7% | 0.01% | 0.0% |
| Q1 2020 | $218,000 | -85.0% | 6,610 | -78.3% | 0.01% | -81.4% |
| Q4 2019 | $1,455,000 | – | 30,430 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
| Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
| Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
| America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
| Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
| Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
| Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
| Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
| Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
| CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |