Valmark Advisers, Inc. - WISDOMTREE TR ownership

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
Valmark Advisers, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$214,000
+1.9%
4,017
+4.2%
0.00%0.0%
Q2 2021$210,000
-97.4%
3,856
-97.8%
0.00%
-97.6%
Q4 2020$8,227,000
+9.6%
172,408
-5.0%
0.17%
-1.8%
Q3 2020$7,506,000
+4.3%
181,525
-1.6%
0.17%
+0.6%
Q2 2020$7,198,000
+8.3%
184,516
-8.3%
0.17%
-2.9%
Q1 2020$6,649,000
+42.3%
201,300
+106.1%
0.17%
+72.3%
Q4 2019$4,672,000
+5.1%
97,691
-2.6%
0.10%
+2.0%
Q3 2019$4,444,000
-3.8%
100,311
+2.2%
0.10%
-2.0%
Q2 2019$4,619,000
-0.6%
98,181
-0.5%
0.10%
-1.9%
Q1 2019$4,646,000
+5.2%
98,631
-6.5%
0.10%
-2.8%
Q4 2018$4,418,000
-11.2%
105,466
-3.2%
0.11%
-2.8%
Q3 2018$4,976,000
+3.2%
109,006
+7.8%
0.11%
+1.9%
Q2 2018$4,822,000
-4.4%
101,113
+8.4%
0.11%
-3.6%
Q1 2018$5,043,000
-5.7%
93,316
-9.0%
0.11%
-3.5%
Q4 2017$5,349,000
+5.2%
102,560
-1.1%
0.12%
-3.4%
Q3 2017$5,087,000
+2.1%
103,753
-4.8%
0.12%
-0.8%
Q2 2017$4,984,000
+1.6%
108,932
-0.3%
0.12%0.0%
Q1 2017$4,905,000
-1.9%
109,290
-14.5%
0.12%
-4.8%
Q4 2016$5,000,000
-1.1%
127,843
+5.6%
0.13%0.0%
Q3 2016$5,057,000
-0.7%
121,120
-7.9%
0.13%
-1.6%
Q2 2016$5,095,000
-5.2%
131,530
-7.6%
0.13%
-5.2%
Q1 2016$5,375,000
+3.7%
142,280
-7.3%
0.14%
+1.5%
Q4 2015$5,183,000
-13.6%
153,493
-4.6%
0.13%
-8.3%
Q3 2015$6,002,000
-73.6%
160,923
-69.3%
0.14%
-72.0%
Q2 2015$22,741,000
-0.6%
524,105
+1.3%
0.52%
-1.1%
Q1 2015$22,884,000
+0.8%
517,384
-1.6%
0.52%
-0.9%
Q4 2014$22,694,000
+3.1%
525,811
+10.4%
0.53%
+0.2%
Q3 2014$22,014,000476,2940.53%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 278,599$13,295,0007.61%
Great Point Wealth Advisors, LLC 268,388$12,807,0005.50%
Financial Planning & Information Services, Inc. 301,258$14,376,0004.84%
America First Investment Advisors, LLC 266,443$12,715,0003.85%
Neumann Capital Management, LLC 157,614$7,521,0003.80%
Asset Management Advisors, LLC 73,480$3,506,0003.19%
Swaine & Leidel Wealth Services, LLC 82,475$3,936,0002.85%
Efficient Advisors, LLC 298,878$14,262,0002.18%
Tacita Capital Inc 66,650$3,181,0002.09%
Baker Ellis Asset Management LLC 159,133$7,594,0001.81%
View complete list of WISDOMTREE TR shareholders