WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 3.14 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 | 296,643 | $11,812,000 | 6.73% |
| Aprio Wealth Management, LLC | 388,403 | $15,466,000 | 6.21% |
| Financial Planning & Information Services, Inc. | 496,372 | $19,766,000 | 4.79% |
| WADDELL & ASSOCIATES, LLC | 586,445 | $23,352,000 | 4.52% |
| Great Point Wealth Advisors, LLC | 295,494 | $11,767,000 | 4.39% |
| Shore Point Advisors, LLC | 97,247 | $3,872,000 | 3.78% |
| Neumann Capital Management, LLC | 165,401 | $6,586,000 | 3.39% |
| Baker Ellis Asset Management LLC | 220,971 | $8,799,000 | 1.92% |
| Creative Planning | 26,884,747 | $1,070,551,000 | 1.85% |
| Tacita Capital Inc | 55,200 | $2,198,000 | 1.70% |