WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 153 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
| Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
| Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
| America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
| Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
| Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
| Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
| Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
| Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
| CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |