WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 171 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $917,000 | -15.7% | 19,213 | -5.5% | 0.02% | 0.0% |
Q3 2021 | $1,088,000 | +1.4% | 20,339 | +3.2% | 0.02% | +4.8% |
Q2 2021 | $1,073,000 | +9.5% | 19,703 | +3.1% | 0.02% | -8.7% |
Q1 2021 | $980,000 | +6.9% | 19,102 | -0.6% | 0.02% | +4.5% |
Q4 2020 | $917,000 | +14.6% | 19,213 | -0.7% | 0.02% | 0.0% |
Q3 2020 | $800,000 | -2.2% | 19,357 | -7.7% | 0.02% | -12.0% |
Q2 2020 | $818,000 | +16.9% | 20,972 | -1.0% | 0.02% | 0.0% |
Q1 2020 | $700,000 | -34.3% | 21,190 | -4.9% | 0.02% | -19.4% |
Q4 2019 | $1,066,000 | – | 22,284 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |