WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 193 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $489,014 | -1.5% | 10,571 | -0.9% | 0.01% | 0.0% |
| Q2 2023 | $496,522 | +1.6% | 10,671 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $488,625 | +5.9% | 10,671 | +1.7% | 0.01% | -15.4% |
| Q4 2022 | $461,411 | +6.3% | 10,489 | -3.7% | 0.01% | -18.8% |
| Q3 2022 | $434,000 | -7.1% | 10,889 | +4.1% | 0.02% | -20.0% |
| Q2 2022 | $467,000 | +12.5% | 10,458 | +34.3% | 0.02% | +25.0% |
| Q1 2022 | $415,000 | +26.1% | 7,786 | +25.1% | 0.02% | +33.3% |
| Q4 2021 | $329,000 | +21.4% | 6,223 | +22.7% | 0.01% | +9.1% |
| Q3 2021 | $271,000 | +21.0% | 5,072 | +23.2% | 0.01% | +22.2% |
| Q2 2021 | $224,000 | – | 4,116 | – | 0.01% | – |
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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% |