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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $75,000 | -11.8% | 1,890 | -1.2% | 0.00% | -20.0% |
| Q2 2022 | $85,000 | -61.0% | 1,913 | -53.1% | 0.01% | -54.5% |
| Q1 2022 | $218,000 | -5.2% | 4,082 | -5.9% | 0.01% | -52.2% |
| Q4 2021 | $230,000 | -5.0% | 4,339 | -4.3% | 0.02% | +76.9% |
| Q3 2021 | $242,000 | +0.8% | 4,532 | +2.8% | 0.01% | +18.2% |
| Q2 2021 | $240,000 | +18.2% | 4,407 | +11.4% | 0.01% | +10.0% |
| Q1 2021 | $203,000 | +13.4% | 3,957 | +5.3% | 0.01% | -75.0% |
| Q4 2020 | $179,000 | – | 3,757 | – | 0.04% | – |
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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% |