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
| 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 | 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% |