WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 193 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,047,026 | -0.1% | 395,353 | +1.7% | 0.03% | -18.2% |
| Q2 2023 | $18,059,581 | +1.2% | 388,749 | -0.1% | 0.03% | -25.0% |
| Q1 2023 | $17,845,062 | +5.1% | 389,312 | +0.6% | 0.04% | +2.3% |
| Q4 2022 | $16,971,905 | +12.2% | 386,953 | +1.0% | 0.04% | -46.9% |
| Q3 2022 | $15,131,000 | -10.7% | 383,176 | +0.8% | 0.08% | +5.2% |
| Q2 2022 | $16,951,000 | -13.1% | 380,253 | +3.7% | 0.08% | +32.8% |
| Q1 2022 | $19,502,000 | +2.9% | 366,669 | +2.4% | 0.06% | -10.8% |
| Q4 2021 | $18,954,000 | – | 357,922 | – | 0.06% | – |
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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% |