WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 171 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $210,000 | +3.4% | 3,966 | +4.3% | 0.02% | -6.2% |
| Q3 2021 | $203,000 | -14.0% | 3,802 | -12.3% | 0.02% | -11.1% |
| Q2 2021 | $236,000 | +10.3% | 4,336 | +4.2% | 0.02% | +5.9% |
| Q1 2021 | $214,000 | -5.7% | 4,163 | -23.0% | 0.02% | -5.6% |
| Q4 2018 | $227,000 | -14.0% | 5,409 | -5.3% | 0.02% | +5.9% |
| Q3 2018 | $264,000 | +11.9% | 5,709 | +25.0% | 0.02% | -78.5% |
| Q1 2013 | $236,000 | – | 4,566 | – | 0.08% | – |
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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% |