WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 162 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 1.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $568,063 | -0.5% | 12,280 | +0.1% | 0.05% | +1.9% |
Q2 2023 | $571,067 | +1.7% | 12,273 | +0.1% | 0.05% | -13.1% |
Q1 2023 | $561,630 | +4.1% | 12,265 | +0.0% | 0.06% | -4.7% |
Q4 2022 | $539,509 | +2.6% | 12,264 | -7.1% | 0.06% | -13.5% |
Q3 2022 | $526,000 | -26.5% | 13,204 | -17.5% | 0.07% | -21.3% |
Q2 2022 | $716,000 | +4375.0% | 15,996 | +5076.7% | 0.09% | +2250.0% |
Q3 2021 | $16,000 | 0.0% | 309 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $16,000 | -83.7% | 309 | -84.6% | 0.00% | -88.9% |
Q3 2017 | $98,000 | +6.5% | 2,002 | 0.0% | 0.04% | -30.8% |
Q2 2017 | $92,000 | +2.2% | 2,002 | 0.0% | 0.05% | -1.9% |
Q1 2017 | $90,000 | – | 2,002 | – | 0.05% | – |
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% |