WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 172 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,530 | +0.0% | 5,545 | +0.6% | 0.03% | 0.0% |
| Q2 2023 | $256,483 | +2.3% | 5,512 | +0.7% | 0.03% | -3.3% |
| Q1 2023 | $250,648 | -5.8% | 5,474 | -8.2% | 0.03% | -23.1% |
| Q2 2022 | $266,000 | -16.4% | 5,962 | 0.0% | 0.04% | -2.5% |
| Q1 2022 | $318,000 | +0.6% | 5,962 | 0.0% | 0.04% | -4.8% |
| Q4 2021 | $316,000 | -0.9% | 5,962 | 0.0% | 0.04% | -27.6% |
| Q3 2021 | $319,000 | +16.0% | 5,962 | +17.9% | 0.06% | +16.0% |
| Q2 2021 | $275,000 | -3.2% | 5,056 | -8.7% | 0.05% | -19.4% |
| Q1 2021 | $284,000 | -93.2% | 5,538 | -93.7% | 0.06% | -91.6% |
| Q4 2020 | $4,205,000 | – | 88,118 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 274,291 | $14,669,000 | 7.39% |
| Great Point Wealth Advisors, LLC | 302,479 | $16,177,000 | 5.56% |
| WADDELL & ASSOCIATES, LLC | 513,705 | $27,473,000 | 4.68% |
| Financial Planning & Information Services, Inc. | 314,116 | $16,799,000 | 4.57% |
| America First Investment Advisors, LLC | 267,612 | $14,312,000 | 4.35% |
| Neumann Capital Management, LLC | 158,546 | $8,479,000 | 3.81% |
| Asset Management Advisors, LLC | 72,861 | $3,897,000 | 2.94% |
| Baker Ellis Asset Management LLC | 190,518 | $9,993,000 | 1.92% |
| Tacita Capital Inc | 56,885 | $3,042,000 | 1.86% |
| PALLADIUM PARTNERS LLC | 728,180 | $38,943,000 | 1.77% |