WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 182 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,832,000 | +10.6% | 34,617 | +10.8% | 0.84% | +10.2% |
| Q3 2021 | $1,657,000 | +34.6% | 31,249 | +30.2% | 0.76% | +13.0% |
| Q1 2021 | $1,231,000 | +93.6% | 23,997 | +56.0% | 0.68% | +64.3% |
| Q4 2020 | $636,000 | -7.7% | 15,378 | -6.3% | 0.41% | -6.4% |
| Q3 2020 | $689,000 | +6.3% | 16,412 | +7.2% | 0.44% | +0.2% |
| Q2 2020 | $648,000 | +19.1% | 15,307 | +34.6% | 0.44% | +31.4% |
| Q1 2020 | $544,000 | 0.0% | 11,370 | 0.0% | 0.33% | 0.0% |
| Q4 2019 | $544,000 | +22.8% | 11,370 | +13.6% | 0.33% | +11.0% |
| Q3 2019 | $443,000 | -6.1% | 10,008 | -0.2% | 0.30% | -11.2% |
| Q2 2019 | $472,000 | +42.6% | 10,029 | +42.6% | 0.34% | +44.9% |
| Q1 2019 | $331,000 | – | 7,031 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |