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 | $1,699,824 | +5.3% | 36,745 | +5.9% | 0.39% | +7.5% |
| Q2 2023 | $1,614,219 | +49.9% | 34,692 | +47.5% | 0.36% | +42.7% |
| Q1 2023 | $1,076,981 | +25.9% | 23,520 | +20.9% | 0.25% | -15.4% |
| Q4 2022 | $855,587 | -25.8% | 19,454 | -32.8% | 0.30% | -34.0% |
| Q3 2022 | $1,153,000 | -7.7% | 28,944 | +3.2% | 0.45% | +6.8% |
| Q2 2022 | $1,249,000 | +12.9% | 28,046 | +35.2% | 0.42% | +28.1% |
| Q1 2022 | $1,106,000 | +79.3% | 20,748 | +77.8% | 0.33% | +81.9% |
| Q4 2021 | $617,000 | -39.8% | 11,668 | -40.4% | 0.18% | -40.5% |
| Q3 2021 | $1,025,000 | -22.5% | 19,566 | -19.9% | 0.31% | -26.3% |
| Q2 2021 | $1,322,000 | +1.8% | 24,432 | +0.8% | 0.42% | +1.0% |
| Q1 2021 | $1,299,000 | +17.3% | 24,244 | +4.5% | 0.41% | -1.9% |
| Q4 2020 | $1,107,000 | – | 23,196 | – | 0.42% | – |
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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% |