Lee Financial Co - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 172 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$93
-1.1%
20.0%0.00%
Q2 2023$94
-90.6%
2
-87.5%
0.00%
Q1 2021$1,0000.0%160.0%0.00%
Q4 2020$1,000160.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 211,599$8,864,0007.65%
Great Point Wealth Advisors, LLC 175,069$7,333,0006.94%
America First Investment Advisors, LLC 271,851$11,388,0003.81%
Neumann Capital Management, LLC 120,396$5,043,0003.80%
Financial Planning & Information Services, Inc. 182,924$7,663,0003.79%
White Pine Investment CO 130,344$5,460,0002.92%
Stratford Consulting, LLC 150,142$6,289,0002.53%
Biltmore Family Office, LLC 95,489$4,000,0002.26%
Efficient Advisors, LLC 259,653$10,877,0002.02%
Community Financial Services Group, LLC 127,315$5,333,0002.02%
View complete list of WISDOMTREE TR shareholders