Private Ocean, LLC - WISDOMTREE TR ownership

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
Private Ocean, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$6,203
-88.5%
141
-86.0%
0.00%
-85.7%
Q1 2022$54,000
+1.9%
1,007
+0.3%
0.01%
+16.7%
Q4 2021$53,0000.0%1,004
+1.1%
0.01%0.0%
Q3 2021$53,0009930.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 282,354$14,482,0007.82%
Great Point Wealth Advisors, LLC 284,208$14,577,0005.58%
Financial Planning & Information Services, Inc. 304,944$15,641,0004.79%
America First Investment Advisors, LLC 262,322$13,454,0004.08%
Neumann Capital Management, LLC 157,494$8,078,0003.84%
Swaine & Leidel Wealth Services, LLC 95,980$4,923,0003.17%
Asset Management Advisors, LLC 74,263$3,809,0002.88%
Baker Ellis Asset Management LLC 179,039$9,183,0001.98%
Tacita Capital Inc 57,760$2,963,0001.92%
CAPITAL MANAGEMENT CORP /VA 159,123$8,161,0001.82%
View complete list of WISDOMTREE TR shareholders