WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 171 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.86 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 | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |