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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,783,000 | -2.4% | 70,983 | -3.1% | 2.74% | +4.5% |
| Q4 2021 | $3,875,000 | -0.6% | 73,223 | +0.5% | 2.62% | -10.8% |
| Q3 2021 | $3,897,000 | -4.2% | 72,861 | -2.4% | 2.94% | +2.5% |
| Q2 2021 | $4,067,000 | +6.8% | 74,646 | +0.5% | 2.87% | -0.4% |
| Q1 2021 | $3,809,000 | +8.6% | 74,263 | +1.1% | 2.88% | -9.7% |
| Q4 2020 | $3,506,000 | +10.7% | 73,480 | -4.1% | 3.19% | -1.5% |
| Q3 2020 | $3,168,000 | – | 76,610 | – | 3.24% | – |
Download | ||||||
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% |