55I, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
55I, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$626,000
+31.5%
15,726
+47.6%
0.02%
+30.8%
Q2 2022$476,000
+78.9%
10,655
+113.7%
0.01%
+116.7%
Q1 2022$266,0004,9860.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 282,354$14,482,0007.82%
Great Point Wealth Advisors, LLC 284,208$14,577,0005.58%
Financial Planning & Information Services, Inc. 304,944$15,641,0004.79%
America First Investment Advisors, LLC 262,322$13,454,0004.08%
Neumann Capital Management, LLC 157,494$8,078,0003.84%
Swaine & Leidel Wealth Services, LLC 95,980$4,923,0003.17%
Asset Management Advisors, LLC 74,263$3,809,0002.88%
Baker Ellis Asset Management LLC 179,039$9,183,0001.98%
Tacita Capital Inc 57,760$2,963,0001.92%
CAPITAL MANAGEMENT CORP /VA 159,123$8,161,0001.82%
View complete list of WISDOMTREE TR shareholders