WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 153 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,194,000 | -69.9% | 26,746 | -64.1% | 0.35% | -57.6% |
| Q1 2022 | $3,973,000 | +30.9% | 74,548 | +30.0% | 0.82% | +37.6% |
| Q4 2021 | $3,034,000 | +22.3% | 57,341 | +23.6% | 0.60% | +8.4% |
| Q3 2021 | $2,481,000 | +11.9% | 46,395 | +12.4% | 0.55% | +13.2% |
| Q2 2021 | $2,217,000 | +84.8% | 41,284 | +76.5% | 0.48% | +73.2% |
| Q1 2021 | $1,200,000 | +4344.4% | 23,389 | +3967.7% | 0.28% | +4566.7% |
| Q4 2020 | $27,000 | -90.1% | 575 | -91.7% | 0.01% | -93.5% |
| Q2 2020 | $272,000 | – | 6,966 | – | 0.09% | – |
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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% |