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 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 | $11,000 | 0.0% | 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 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $1,000 | – | 25 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |