WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 138 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $305,085 | -0.6% | 6,595 | 0.0% | 0.03% | +3.7% |
| Q2 2023 | $306,866 | +1.6% | 6,595 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $301,986 | +4.1% | 6,595 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $290,114 | +10.3% | 6,595 | 0.0% | 0.03% | +3.7% |
| Q3 2022 | $263,000 | -72.7% | 6,595 | -69.5% | 0.03% | -71.9% |
| Q2 2022 | $964,000 | -16.2% | 21,595 | 0.0% | 0.10% | -2.0% |
| Q1 2022 | $1,151,000 | +0.7% | 21,595 | 0.0% | 0.10% | +7.7% |
| Q4 2021 | $1,143,000 | -1.0% | 21,595 | 0.0% | 0.09% | -9.9% |
| Q3 2021 | $1,155,000 | -1.8% | 21,595 | 0.0% | 0.10% | -1.0% |
| Q2 2021 | $1,176,000 | +14.1% | 21,595 | 0.0% | 0.10% | +1.0% |
| Q4 2020 | $1,031,000 | +15.5% | 21,595 | 0.0% | 0.10% | +4.1% |
| Q3 2020 | $893,000 | +6.1% | 21,595 | 0.0% | 0.10% | -2.0% |
| Q2 2020 | $842,000 | +18.1% | 21,595 | 0.0% | 0.10% | -4.8% |
| Q1 2020 | $713,000 | -31.0% | 21,595 | 0.0% | 0.10% | -15.4% |
| Q4 2019 | $1,033,000 | +7.9% | 21,595 | 0.0% | 0.12% | 0.0% |
| Q3 2019 | $957,000 | -5.8% | 21,595 | 0.0% | 0.12% | -6.1% |
| Q2 2019 | $1,016,000 | -0.1% | 21,595 | 0.0% | 0.13% | -5.1% |
| Q1 2019 | $1,017,000 | +12.4% | 21,595 | 0.0% | 0.14% | -2.1% |
| Q4 2018 | $905,000 | -8.2% | 21,595 | 0.0% | 0.14% | +6.0% |
| Q3 2018 | $986,000 | -4.3% | 21,595 | 0.0% | 0.13% | -10.1% |
| Q2 2018 | $1,030,000 | -55.9% | 21,595 | -50.0% | 0.15% | -17.3% |
| Q1 2018 | $2,334,000 | +107.3% | 43,190 | +100.0% | 0.18% | +4.7% |
| Q4 2017 | $1,126,000 | +6.3% | 21,595 | 0.0% | 0.17% | +5.6% |
| Q3 2017 | $1,059,000 | +7.2% | 21,595 | 0.0% | 0.16% | -1.2% |
| Q2 2017 | $988,000 | +2.0% | 21,595 | 0.0% | 0.16% | +13.1% |
| Q1 2017 | $969,000 | +11.8% | 21,595 | -2.5% | 0.14% | +1.4% |
| Q4 2016 | $867,000 | -6.3% | 22,156 | 0.0% | 0.14% | -9.5% |
| Q3 2016 | $925,000 | +7.8% | 22,156 | 0.0% | 0.16% | +2.6% |
| Q2 2016 | $858,000 | +2.5% | 22,156 | 0.0% | 0.15% | +8.5% |
| Q1 2016 | $837,000 | +7.7% | 22,156 | 0.0% | 0.14% | +6.0% |
| Q4 2015 | $777,000 | -11.3% | 22,156 | -9.9% | 0.13% | -15.7% |
| Q3 2015 | $876,000 | -30.8% | 24,593 | -15.6% | 0.16% | -24.3% |
| Q2 2015 | $1,265,000 | -2.1% | 29,154 | -0.2% | 0.21% | -4.1% |
| Q1 2015 | $1,292,000 | +2.5% | 29,204 | 0.0% | 0.22% | +0.5% |
| Q4 2014 | $1,260,000 | -6.7% | 29,204 | 0.0% | 0.22% | -8.8% |
| Q3 2014 | $1,350,000 | -3.6% | 29,204 | 0.0% | 0.24% | -1.6% |
| Q2 2014 | $1,401,000 | +3.1% | 29,204 | +0.2% | 0.24% | -3.2% |
| Q1 2014 | $1,359,000 | +8.5% | 29,154 | +7.4% | 0.25% | +6.8% |
| Q4 2013 | $1,252,000 | -1.2% | 27,154 | 0.0% | 0.24% | -13.0% |
| Q3 2013 | $1,267,000 | +1.4% | 27,154 | 0.0% | 0.27% | -2.9% |
| Q2 2013 | $1,250,000 | – | 27,154 | – | 0.28% | – |
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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% |