WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 174 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $682,828 | +5.8% | 14,675 | +4.1% | 0.11% | -3.4% |
| Q1 2023 | $645,639 | +4.1% | 14,100 | 0.0% | 0.12% | +5.4% |
| Q4 2022 | $620,259 | +10.6% | 14,100 | 0.0% | 0.11% | -5.9% |
| Q3 2022 | $561,000 | -10.8% | 14,100 | 0.0% | 0.12% | -8.5% |
| Q2 2022 | $629,000 | -16.4% | 14,100 | 0.0% | 0.13% | 0.0% |
| Q1 2022 | $752,000 | +0.8% | 14,100 | 0.0% | 0.13% | -1.5% |
| Q4 2021 | $746,000 | -1.1% | 14,100 | 0.0% | 0.13% | +8.3% |
| Q3 2021 | $754,000 | -1.8% | 14,100 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $768,000 | +2.4% | 14,100 | 0.0% | 0.12% | -8.3% |
| Q1 2021 | $750,000 | +11.4% | 14,100 | 0.0% | 0.13% | +26.9% |
| Q4 2020 | $673,000 | +15.4% | 14,100 | 0.0% | 0.10% | -8.0% |
| Q3 2020 | $583,000 | +6.0% | 14,100 | 0.0% | 0.11% | +0.9% |
| Q2 2020 | $550,000 | +18.0% | 14,100 | 0.0% | 0.11% | -5.1% |
| Q1 2020 | $466,000 | -30.9% | 14,100 | 0.0% | 0.12% | -18.6% |
| Q4 2019 | $674,000 | +1334.0% | 14,100 | +1075.0% | 0.14% | +866.7% |
| Q4 2016 | $47,000 | – | 1,200 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
| Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
| Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
| Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
| Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
| MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
| O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
| Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
| Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |