WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 166 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $378,000 | +7.4% | 7,374 | +0.0% | 0.04% | +2.8% |
| Q4 2020 | $352,000 | +18.9% | 7,371 | +3.1% | 0.04% | +9.1% |
| Q3 2020 | $296,000 | +12.1% | 7,151 | +5.6% | 0.03% | +3.1% |
| Q2 2020 | $264,000 | +10.9% | 6,771 | -5.9% | 0.03% | -8.6% |
| Q1 2020 | $238,000 | -39.0% | 7,192 | -11.9% | 0.04% | -23.9% |
| Q4 2019 | $390,000 | +91.2% | 8,163 | +83.3% | 0.05% | +76.9% |
| Q3 2019 | $204,000 | -46.5% | 4,454 | -45.0% | 0.03% | -46.9% |
| Q2 2019 | $381,000 | +15.5% | 8,102 | +15.8% | 0.05% | +11.4% |
| Q1 2019 | $330,000 | +3.4% | 6,994 | -1.4% | 0.04% | -2.2% |
| Q4 2018 | $319,000 | -34.6% | 7,090 | -33.7% | 0.04% | -25.0% |
| Q3 2018 | $488,000 | -2.4% | 10,697 | +2.1% | 0.06% | -9.1% |
| Q2 2018 | $500,000 | -14.4% | 10,478 | -3.0% | 0.07% | -9.6% |
| Q1 2018 | $584,000 | +2.1% | 10,802 | -1.6% | 0.07% | +5.8% |
| Q4 2017 | $572,000 | – | 10,977 | – | 0.07% | – |
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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% |