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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,272 | +49.5% | 4,562 | +47.1% | 0.03% | +50.0% |
| Q1 2023 | $142,022 | +15.8% | 3,102 | +11.2% | 0.02% | +5.9% |
| Q4 2022 | $122,677 | +4.0% | 2,789 | -6.3% | 0.02% | -10.5% |
| Q3 2022 | $118,000 | -4.1% | 2,975 | +8.3% | 0.02% | 0.0% |
| Q2 2022 | $123,000 | -16.3% | 2,748 | -0.7% | 0.02% | -13.6% |
| Q1 2022 | $147,000 | +1.4% | 2,767 | +0.9% | 0.02% | +4.8% |
| Q4 2021 | $145,000 | 0.0% | 2,743 | +1.4% | 0.02% | -4.5% |
| Q3 2021 | $145,000 | +14400.0% | 2,704 | +26940.0% | 0.02% | – |
| Q2 2021 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 10 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 10 | -85.7% | 0.00% | -100.0% |
| Q4 2019 | $3,000 | – | 70 | – | 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% |