WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 179 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.58 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,638,000 | 0.0% | 53,343 | 0.0% | 0.41% | 0.0% |
| Q4 2020 | $2,638,000 | +17.1% | 53,343 | -2.1% | 0.41% | +2.5% |
| Q3 2020 | $2,253,000 | +3.3% | 54,476 | -2.1% | 0.40% | -4.0% |
| Q2 2020 | $2,181,000 | -53.6% | 55,656 | -52.0% | 0.42% | +12.0% |
| Q1 2020 | $4,698,000 | +66.7% | 115,998 | +96.8% | 0.38% | +6.2% |
| Q4 2019 | $2,818,000 | +13.5% | 58,931 | +4.7% | 0.35% | -16.5% |
| Q3 2019 | $2,482,000 | -5.7% | 56,276 | +0.6% | 0.42% | -5.8% |
| Q2 2019 | $2,631,000 | +3.9% | 55,926 | +4.0% | 0.45% | +8.2% |
| Q1 2019 | $2,533,000 | +47.0% | 53,776 | +30.8% | 0.42% | +28.5% |
| Q4 2018 | $1,723,000 | -21.9% | 41,112 | -14.9% | 0.32% | -13.2% |
| Q3 2018 | $2,206,000 | -31.2% | 48,316 | -35.4% | 0.37% | -31.4% |
| Q2 2018 | $3,205,000 | +31.4% | 74,758 | +65.6% | 0.54% | +30.3% |
| Q1 2018 | $2,439,000 | – | 45,140 | – | 0.42% | – |
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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% |