Cordasco Financial Network - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 193 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cordasco Financial Network ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$4,000
-20.0%
940.0%0.00%0.0%
Q1 2022$5,0000.0%940.0%0.00%0.0%
Q4 2021$5,0000.0%940.0%0.00%0.0%
Q3 2021$5,0000.0%940.0%0.00%0.0%
Q2 2021$5,0000.0%940.0%0.00%
-25.0%
Q1 2021$5,000
+25.0%
940.0%0.00%
+33.3%
Q4 2020$4,0000.0%940.0%0.00%0.0%
Q3 2020$4,0000.0%940.0%0.00%
-25.0%
Q2 2020$4,000
+100.0%
94
+28.8%
0.00%
+100.0%
Q1 2020$2,000
-33.3%
730.0%0.00%
-33.3%
Q4 2019$3,0000.0%730.0%0.00%0.0%
Q3 2019$3,0000.0%730.0%0.00%0.0%
Q2 2019$3,0000.0%730.0%0.00%0.0%
Q1 2019$3,0000.0%730.0%0.00%0.0%
Q4 2018$3,0000.0%730.0%0.00%0.0%
Q3 2018$3,000730.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 274,291$14,669,0007.39%
Great Point Wealth Advisors, LLC 302,479$16,177,0005.56%
WADDELL & ASSOCIATES, LLC 513,705$27,473,0004.68%
Financial Planning & Information Services, Inc. 314,116$16,799,0004.57%
America First Investment Advisors, LLC 267,612$14,312,0004.35%
Neumann Capital Management, LLC 158,546$8,479,0003.81%
Asset Management Advisors, LLC 72,861$3,897,0002.94%
Baker Ellis Asset Management LLC 190,518$9,993,0001.92%
Tacita Capital Inc 56,885$3,042,0001.86%
PALLADIUM PARTNERS LLC 728,180$38,943,0001.77%
View complete list of WISDOMTREE TR shareholders