WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 150 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,923,000 | 0.0% | 4,923 | -94.9% | 3.79% | +19.3% |
| Q1 2021 | $4,923,000 | +25.1% | 95,980 | +16.4% | 3.17% | +11.2% |
| Q4 2020 | $3,936,000 | +29.3% | 82,475 | +12.0% | 2.85% | -3.8% |
| Q3 2020 | $3,044,000 | +7.4% | 73,621 | +1.3% | 2.97% | +2.7% |
| Q2 2020 | $2,835,000 | +23.1% | 72,685 | +4.2% | 2.89% | +20.9% |
| Q1 2020 | $2,303,000 | -8.1% | 69,737 | +33.1% | 2.39% | +14.5% |
| Q4 2019 | $2,505,000 | – | 52,376 | – | 2.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
| Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
| Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
| America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
| Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
| Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
| Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
| Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
| Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
| CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |