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 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 211,599 | $8,864,000 | 7.65% |
| Great Point Wealth Advisors, LLC | 175,069 | $7,333,000 | 6.94% |
| America First Investment Advisors, LLC | 271,851 | $11,388,000 | 3.81% |
| Neumann Capital Management, LLC | 120,396 | $5,043,000 | 3.80% |
| Financial Planning & Information Services, Inc. | 182,924 | $7,663,000 | 3.79% |
| White Pine Investment CO | 130,344 | $5,460,000 | 2.92% |
| Stratford Consulting, LLC | 150,142 | $6,289,000 | 2.53% |
| Biltmore Family Office, LLC | 95,489 | $4,000,000 | 2.26% |
| Efficient Advisors, LLC | 259,653 | $10,877,000 | 2.02% |
| Community Financial Services Group, LLC | 127,315 | $5,333,000 | 2.02% |