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% | – |
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% |