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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,888,902 | -0.7% | 127,300 | -0.1% | 0.02% | 0.0% |
| Q2 2023 | $5,931,288 | +103214.5% | 127,472 | +1.7% | 0.02% | -8.0% |
| Q1 2023 | $5,741 | +6.9% | 125,391 | +2.7% | 0.02% | -7.4% |
| Q4 2022 | $5,368 | -99.9% | 122,043 | +3.3% | 0.03% | +12.5% |
| Q3 2022 | $4,704,000 | -6.5% | 118,171 | +4.9% | 0.02% | -11.1% |
| Q2 2022 | $5,029,000 | -12.9% | 112,658 | +4.0% | 0.03% | -3.6% |
| Q1 2022 | $5,773,000 | +4.4% | 108,314 | +3.6% | 0.03% | +7.7% |
| Q4 2021 | $5,532,000 | +1.9% | 104,552 | +3.0% | 0.03% | -10.3% |
| Q3 2021 | $5,429,000 | +5.2% | 101,530 | +7.1% | 0.03% | 0.0% |
| Q2 2021 | $5,163,000 | +15.2% | 94,782 | +8.5% | 0.03% | -3.3% |
| Q1 2021 | $4,480,000 | +447900.0% | 87,353 | +349312.0% | 0.03% | – |
| Q4 2020 | $1,000 | – | 25 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 296,643 | $11,812,000 | 6.73% |
| Aprio Wealth Management, LLC | 388,403 | $15,466,000 | 6.21% |
| Financial Planning & Information Services, Inc. | 496,372 | $19,766,000 | 4.79% |
| WADDELL & ASSOCIATES, LLC | 586,445 | $23,352,000 | 4.52% |
| Great Point Wealth Advisors, LLC | 295,494 | $11,767,000 | 4.39% |
| Shore Point Advisors, LLC | 97,247 | $3,872,000 | 3.78% |
| Neumann Capital Management, LLC | 165,401 | $6,586,000 | 3.39% |
| Baker Ellis Asset Management LLC | 220,971 | $8,799,000 | 1.92% |
| Creative Planning | 26,884,747 | $1,070,551,000 | 1.85% |
| Tacita Capital Inc | 55,200 | $2,198,000 | 1.70% |