Fieldpoint Private Securities, LLC - WISDOMTREE TR ownership

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
Fieldpoint Private Securities, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$272,0006,9660.09%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Unison Advisors LLC 1,099,554$50,865,3745.98%
EisnerAmper Wealth Management Corporate Benefits, LLC 214,919$9,9424.44%
Financial Planning & Information Services, Inc. 446,924$20,674,6943.85%
Great Point Wealth Advisors, LLC 260,467$12,049,1893.61%
Shore Point Advisors, LLC 106,499$4,926,6493.57%
Neumann Capital Management, LLC 167,500$7,748,5503.38%
MFA WEALTH ADVISORS, LLC 228,514$10,571,0773.28%
O'Connor Financial Group LLC 67,791$3,135,9692.15%
Creative Planning 31,788,936$1,470,556,1611.96%
Sound Stewardship, LLC 60,761$2,810,8111.89%
View complete list of WISDOMTREE TR shareholders