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 ↓ |
|---|---|---|---|
| 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% |