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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,013,251 | -3.5% | 22,926 | +7.8% | 0.33% | +6.4% |
Q2 2023 | $1,049,608 | +8.6% | 21,265 | +0.7% | 0.31% | -1.3% |
Q1 2023 | $966,540 | -4.5% | 21,108 | -1.2% | 0.32% | -9.2% |
Q4 2022 | $1,011,753 | +11.1% | 21,354 | -6.1% | 0.35% | +0.3% |
Q3 2022 | $911,000 | -14.9% | 22,746 | -5.1% | 0.35% | -19.7% |
Q2 2022 | $1,070,000 | -14.2% | 23,961 | +3.0% | 0.43% | -2.0% |
Q1 2022 | $1,247,000 | -0.8% | 23,269 | -2.0% | 0.44% | -11.4% |
Q4 2021 | $1,257,000 | -2.3% | 23,746 | -1.3% | 0.50% | -19.8% |
Q3 2021 | $1,286,000 | -6.1% | 24,055 | -4.4% | 0.62% | -4.2% |
Q2 2021 | $1,370,000 | +5.8% | 25,153 | +0.2% | 0.65% | -0.6% |
Q1 2021 | $1,295,000 | +16.0% | 25,109 | +7.3% | 0.65% | -17.6% |
Q4 2020 | $1,116,000 | – | 23,392 | – | 0.79% | – |
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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% |