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 | ||||
---|---|---|---|---|---|---|
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% | – |
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% |