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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $355,000 | +5.7% | 6,524 | -0.3% | 0.09% | -5.2% |
| Q1 2021 | $336,000 | -9.7% | 6,541 | -14.9% | 0.10% | -11.0% |
| Q4 2020 | $372,000 | -68.4% | 7,684 | -73.0% | 0.11% | -75.3% |
| Q3 2020 | $1,176,000 | -6.0% | 28,446 | -4.5% | 0.44% | -8.5% |
| Q2 2020 | $1,251,000 | -10.9% | 29,781 | -23.2% | 0.48% | -23.3% |
| Q1 2020 | $1,404,000 | -16.7% | 38,762 | +4.5% | 0.63% | -7.2% |
| Q4 2019 | $1,686,000 | – | 37,097 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |