WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 180 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 2.24 and the average weighting 0.3%.
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% | – |
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% |