WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 3.14 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 | 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% |