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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $71,379 | -35.6% | 1,543 | -35.2% | 0.00% | -50.0% |
| Q2 2023 | $110,881 | +1.6% | 2,383 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $109,118 | +100.5% | 2,383 | +92.6% | 0.00% | +100.0% |
| Q4 2022 | $54,416 | +2.7% | 1,237 | -6.3% | 0.00% | 0.0% |
| Q3 2022 | $53,000 | -10.2% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $59,000 | -15.7% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $70,000 | 0.0% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $70,000 | -1.4% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $71,000 | -1.4% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $72,000 | +5.9% | 1,320 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $68,000 | +1600.0% | 1,320 | +1490.4% | 0.00% | – |
| Q4 2020 | $4,000 | – | 83 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |