WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 141 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $11,000 | +10.0% | 240 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 240 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 240 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -27.3% | 240 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | -75.0% | 240 | -75.8% | 0.00% | -83.3% |
| Q3 2019 | $44,000 | -6.4% | 990 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $47,000 | 0.0% | 990 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $47,000 | +14.6% | 990 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $41,000 | -8.9% | 990 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $45,000 | -36.6% | 990 | -33.6% | 0.01% | -40.0% |
| Q2 2018 | $71,000 | -12.3% | 1,490 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $81,000 | +3.8% | 1,490 | 0.0% | 0.01% | +9.1% |
| Q4 2017 | $78,000 | +6.8% | 1,490 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $73,000 | -15.1% | 1,490 | -21.2% | 0.01% | -15.4% |
| Q2 2017 | $86,000 | +1.2% | 1,890 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $85,000 | +14.9% | 1,890 | 0.0% | 0.01% | +18.2% |
| Q4 2016 | $74,000 | -80.4% | 1,890 | -77.9% | 0.01% | -82.3% |
| Q1 2015 | $378,000 | -4.1% | 8,540 | -6.6% | 0.06% | -6.1% |
| Q4 2014 | $394,000 | +37.8% | 9,145 | +47.8% | 0.07% | +29.4% |
| Q3 2014 | $286,000 | – | 6,188 | – | 0.05% | – |
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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% |