NEXT Financial Group, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 166 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$362,000
+4.3%
6,849
+5.5%
0.02%
-11.1%
Q3 2021$347,000
+20.5%
6,491
+22.9%
0.03%
+17.4%
Q2 2021$288,000
+9.5%
5,283
+3.2%
0.02%0.0%
Q1 2021$263,000
+7.8%
5,118
+0.1%
0.02%0.0%
Q4 2020$244,000
+14.6%
5,112
-0.7%
0.02%0.0%
Q3 2020$213,000
+30.7%
5,149
+4.3%
0.02%
+9.5%
Q1 2020$163,000
-30.9%
4,935
+0.2%
0.02%
-12.5%
Q4 2019$236,000
+8.8%
4,927
+0.4%
0.02%0.0%
Q3 2019$217,000
-80.4%
4,909
-79.2%
0.02%
-79.8%
Q2 2019$1,108,000
+685.8%
23,549
+598.8%
0.12%
+310.3%
Q4 2018$141,000
+176.5%
3,370
+200.1%
0.03%
+20.8%
Q3 2018$51,000
-79.1%
1,123
-75.2%
0.02%
-52.9%
Q1 2018$244,000
+180.5%
4,523
+161.7%
0.05%
+112.5%
Q3 2017$87,000
-99.6%
1,728
+301.9%
0.02%
+380.0%
Q2 2017$20,000,000
-76.5%
430
-80.3%
0.01%
-66.7%
Q4 2016$85,000,000
+94344.4%
2,185
+1.4%
0.02%
-6.2%
Q3 2016$90,000
+100.0%
2,154
+104.9%
0.02%0.0%
Q2 2015$45,000
+309.1%
1,051
+295.1%
0.02%
+300.0%
Q1 2015$11,0000.0%2660.0%0.00%0.0%
Q4 2014$11,000
-93.0%
266
-92.2%
0.00%
-87.1%
Q3 2014$157,000
+1644.4%
3,397
+1736.2%
0.03%
+520.0%
Q2 2014$9,0001850.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 238,130$11,204,0008.33%
Great Point Wealth Advisors, LLC 196,099$9,226,0007.45%
Neumann Capital Management, LLC 166,932$7,854,0004.87%
Financial Planning & Information Services, Inc. 210,152$9,888,0004.28%
America First Investment Advisors, LLC 272,019$12,798,0003.89%
White Pine Investment CO 135,961$6,397,0003.02%
Stratford Consulting, LLC 155,107$7,298,0002.58%
Osbon Capital Management LLC 46,395$2,183,0002.32%
Biltmore Family Office, LLC 88,009$4,141,0002.24%
Efficient Advisors, LLC 264,875$12,462,0002.18%
View complete list of WISDOMTREE TR shareholders