WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 180 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $8,000 | -63.6% | 149 | -62.9% | 0.00% | – |
| Q2 2021 | $22,000 | -4.3% | 402 | -10.7% | 0.00% | – |
| Q1 2021 | $23,000 | +9.5% | 450 | 0.0% | 0.00% | – |
| Q4 2020 | $21,000 | +10.5% | 450 | 0.0% | 0.00% | – |
| Q3 2020 | $19,000 | -85.8% | 450 | -86.6% | 0.00% | -100.0% |
| Q2 2020 | $134,000 | +26.4% | 3,369 | +1.3% | 0.00% | 0.0% |
| Q1 2020 | $106,000 | -15.9% | 3,326 | +16.8% | 0.00% | -50.0% |
| Q3 2019 | $126,000 | -3.1% | 2,848 | +3.1% | 0.00% | -20.0% |
| Q2 2019 | $130,000 | 0.0% | 2,762 | +0.2% | 0.01% | 0.0% |
| Q1 2019 | $130,000 | – | 2,757 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
| Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
| Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
| Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
| Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
| MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
| O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
| Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
| Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |