WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 120 filers reported holding WISDOMTREE TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $227,000 | -8.5% | 4,828 | -18.4% | 0.03% | -18.2% |
Q4 2018 | $248,000 | -9.8% | 5,920 | -1.7% | 0.03% | +3.1% |
Q3 2018 | $275,000 | -3.2% | 6,022 | +1.0% | 0.03% | -11.1% |
Q2 2018 | $284,000 | -11.2% | 5,963 | +0.8% | 0.04% | -12.2% |
Q1 2018 | $320,000 | +3.6% | 5,918 | 0.0% | 0.04% | +20.6% |
Q4 2017 | $309,000 | +7.7% | 5,918 | +1.1% | 0.03% | +6.2% |
Q3 2017 | $287,000 | +7.1% | 5,854 | -0.1% | 0.03% | +6.7% |
Q2 2017 | $268,000 | +0.8% | 5,860 | -1.0% | 0.03% | -3.2% |
Q1 2017 | $266,000 | +9.0% | 5,922 | -5.1% | 0.03% | +6.9% |
Q4 2016 | $244,000 | -15.9% | 6,238 | -10.3% | 0.03% | -19.4% |
Q3 2016 | $290,000 | +0.7% | 6,954 | -6.4% | 0.04% | -2.7% |
Q2 2016 | $288,000 | +0.7% | 7,430 | -1.8% | 0.04% | 0.0% |
Q1 2016 | $286,000 | -45.5% | 7,565 | -49.4% | 0.04% | -44.8% |
Q4 2015 | $525,000 | -3.1% | 14,965 | -1.7% | 0.07% | -5.6% |
Q3 2015 | $542,000 | -42.2% | 15,218 | -29.5% | 0.07% | -34.9% |
Q2 2015 | $937,000 | -2.6% | 21,592 | -0.8% | 0.11% | -3.5% |
Q1 2015 | $962,000 | -1.0% | 21,757 | -3.3% | 0.11% | -2.6% |
Q4 2014 | $972,000 | -2.9% | 22,511 | +3.9% | 0.12% | -4.9% |
Q3 2014 | $1,001,000 | +1.8% | 21,656 | +5.7% | 0.12% | -3.2% |
Q2 2014 | $983,000 | +6.2% | 20,481 | +3.1% | 0.13% | +0.8% |
Q1 2014 | $926,000 | -0.5% | 19,863 | -1.7% | 0.12% | -1.6% |
Q4 2013 | $931,000 | -4.4% | 20,210 | -3.2% | 0.13% | -11.8% |
Q3 2013 | $974,000 | +29.3% | 20,871 | +27.5% | 0.14% | +18.0% |
Q2 2013 | $753,000 | – | 16,363 | – | 0.12% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EisnerAmper Wealth Management Corporate Benefits, LLC | 211,599 | $8,864,000 | 7.65% |
Great Point Wealth Advisors, LLC | 175,069 | $7,333,000 | 6.94% |
America First Investment Advisors, LLC | 271,851 | $11,388,000 | 3.81% |
Neumann Capital Management, LLC | 120,396 | $5,043,000 | 3.80% |
Financial Planning & Information Services, Inc. | 182,924 | $7,663,000 | 3.79% |
White Pine Investment CO | 130,344 | $5,460,000 | 2.92% |
Stratford Consulting, LLC | 150,142 | $6,289,000 | 2.53% |
Biltmore Family Office, LLC | 95,489 | $4,000,000 | 2.26% |
Efficient Advisors, LLC | 259,653 | $10,877,000 | 2.02% |
Community Financial Services Group, LLC | 127,315 | $5,333,000 | 2.02% |