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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |