WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 182 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 2.10 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 | 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% |