CREATIVE FINANCIAL DESIGNS INC /ADV - WISDOMTREE TR ownership

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
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$77,539
+22.8%
1,676
+23.5%
0.01%
+28.6%
Q2 2023$63,149
+96.5%
1,357
+93.3%
0.01%
+75.0%
Q1 2023$32,145
+5.0%
702
+0.9%
0.00%
-20.0%
Q4 2022$30,617
+2.1%
696
-8.1%
0.01%0.0%
Q3 2022$30,000
-14.3%
757
-3.8%
0.01%
-16.7%
Q2 2022$35,000
-14.6%
787
+2.2%
0.01%0.0%
Q1 2022$41,000
+36.7%
770
+36.0%
0.01%
+20.0%
Q4 2021$30,000
-3.2%
566
-3.9%
0.01%0.0%
Q3 2021$31,000
+55.0%
589
+62.7%
0.01%
+66.7%
Q2 2021$20,000
+81.8%
362
+24.4%
0.00%0.0%
Q2 2020$11,0000.0%291
+23.8%
0.00%
-40.0%
Q4 2019$11,000
-38.9%
235
-42.0%
0.01%
-50.0%
Q3 2019$18,000
+1700.0%
405
+1520.0%
0.01%
+900.0%
Q2 2019$1,0000.0%250.0%0.00%0.0%
Q1 2019$1,0000.0%250.0%0.00%0.0%
Q4 2018$1,0000.0%250.0%0.00%0.0%
Q3 2018$1,0000.0%250.0%0.00%0.0%
Q2 2018$1,000250.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Unison Advisors LLC 1,099,554$50,865,3745.98%
EisnerAmper Wealth Management Corporate Benefits, LLC 214,919$9,9424.44%
Financial Planning & Information Services, Inc. 446,924$20,674,6943.85%
Great Point Wealth Advisors, LLC 260,467$12,049,1893.61%
Shore Point Advisors, LLC 106,499$4,926,6493.57%
Neumann Capital Management, LLC 167,500$7,748,5503.38%
MFA WEALTH ADVISORS, LLC 228,514$10,571,0773.28%
O'Connor Financial Group LLC 67,791$3,135,9692.15%
Creative Planning 31,788,936$1,470,556,1611.96%
Sound Stewardship, LLC 60,761$2,810,8111.89%
View complete list of WISDOMTREE TR shareholders