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 | $1,954,901 | -34.5% | 42,259 | -34.2% | 0.02% | -36.7% |
| Q2 2023 | $2,986,388 | +12.0% | 64,182 | +10.2% | 0.03% | +3.4% |
| Q1 2023 | $2,665,674 | +23.3% | 58,215 | +18.4% | 0.03% | +52.6% |
| Q4 2022 | $2,162,196 | -99.9% | 49,152 | -46.4% | 0.02% | -5.0% |
| Q3 2022 | $1,826,825,000 | +49407.5% | 91,648 | +10.9% | 0.02% | -47.4% |
| Q2 2022 | $3,690,000 | -8.6% | 82,663 | +9.2% | 0.04% | -9.5% |
| Q1 2022 | $4,036,000 | +27.2% | 75,730 | +26.3% | 0.04% | +31.2% |
| Q4 2021 | $3,174,000 | -30.0% | 59,977 | -29.2% | 0.03% | -28.9% |
| Q3 2021 | $4,533,000 | +117.6% | 84,752 | +121.7% | 0.04% | +87.5% |
| Q2 2021 | $2,083,000 | +51.8% | 38,226 | +42.9% | 0.02% | +41.2% |
| Q1 2021 | $1,372,000 | -68.4% | 26,745 | -70.5% | 0.02% | -66.0% |
| Q4 2020 | $4,339,000 | -99.6% | 90,802 | +236.4% | 0.05% | +138.1% |
| Q3 2020 | $1,116,000,000 | – | 26,991 | – | 0.02% | – |
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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% |