WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 154 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $205,760 | +1.1% | 4,000 | 0.0% | 0.04% | +5.1% |
Q1 2024 | $203,440 | -10.8% | 4,000 | -18.4% | 0.04% | -20.4% |
Q2 2023 | $227,997 | +1.6% | 4,900 | 0.0% | 0.05% | -5.8% |
Q1 2023 | $224,371 | -97.6% | 4,900 | -97.2% | 0.05% | -97.4% |
Q2 2021 | $9,442,000 | +15.7% | 173,303 | +8.9% | 2.00% | +9.9% |
Q1 2021 | $8,161,000 | +257.5% | 159,123 | +232.6% | 1.82% | +192.8% |
Q4 2020 | $2,283,000 | +982.0% | 47,840 | +648.7% | 0.62% | +709.1% |
Q1 2020 | $211,000 | -31.0% | 6,390 | 0.0% | 0.08% | -1.3% |
Q4 2019 | $306,000 | +8.1% | 6,390 | 0.0% | 0.08% | 0.0% |
Q3 2019 | $283,000 | -6.0% | 6,390 | 0.0% | 0.08% | -6.0% |
Q2 2019 | $301,000 | 0.0% | 6,390 | 0.0% | 0.08% | 0.0% |
Q1 2019 | $301,000 | +1.7% | 6,390 | -9.5% | 0.08% | -9.8% |
Q4 2018 | $296,000 | -26.9% | 7,060 | -20.5% | 0.09% | -10.7% |
Q3 2018 | $405,000 | -96.4% | 8,878 | -96.2% | 0.10% | -96.6% |
Q2 2018 | $11,190,000 | -12.9% | 234,650 | -1.3% | 3.01% | -13.0% |
Q1 2018 | $12,844,000 | +2.6% | 237,681 | -1.0% | 3.46% | +1.7% |
Q4 2017 | $12,524,000 | +10.9% | 240,151 | +4.3% | 3.40% | +5.4% |
Q3 2017 | $11,290,000 | +58.2% | 230,260 | +47.6% | 3.22% | +51.4% |
Q2 2017 | $7,135,000 | +35.4% | 155,966 | +32.8% | 2.13% | +30.4% |
Q1 2017 | $5,269,000 | – | 117,410 | – | 1.63% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |