WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 178 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.58 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $252,000 | +3.7% | 4,654 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $243,000 | +6.6% | 4,654 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $228,000 | +9.6% | 4,654 | +2.2% | 0.01% | +7.7% |
| Q2 2017 | $208,000 | -29.0% | 4,554 | -30.2% | 0.01% | -35.0% |
| Q1 2017 | $293,000 | +14.9% | 6,526 | 0.0% | 0.02% | +5.3% |
| Q4 2016 | $255,000 | -19.3% | 6,526 | -13.9% | 0.02% | -20.8% |
| Q3 2016 | $316,000 | +7.5% | 7,580 | 0.0% | 0.02% | +4.3% |
| Q2 2016 | $294,000 | -29.0% | 7,580 | -30.8% | 0.02% | -28.1% |
| Q1 2016 | $414,000 | -16.4% | 10,956 | -22.5% | 0.03% | -15.8% |
| Q4 2015 | $495,000 | -52.6% | 14,129 | -51.8% | 0.04% | -51.9% |
| Q3 2015 | $1,044,000 | -87.0% | 29,323 | -84.2% | 0.08% | -85.1% |
| Q2 2015 | $8,036,000 | -0.7% | 185,198 | +1.2% | 0.53% | -2.2% |
| Q1 2015 | $8,092,000 | +8.1% | 182,964 | +5.5% | 0.54% | +3.2% |
| Q4 2014 | $7,488,000 | – | 173,500 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |