WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 201 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 2.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $44,000 | -13.7% | 831 | -11.8% | 0.00% | -25.0% |
| Q2 2021 | $51,000 | -5.6% | 942 | -10.9% | 0.00% | 0.0% |
| Q1 2021 | $54,000 | +8.0% | 1,057 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $50,000 | +31.6% | 1,057 | +14.0% | 0.00% | +33.3% |
| Q3 2020 | $38,000 | +72.7% | 927 | +61.2% | 0.00% | +200.0% |
| Q2 2020 | $22,000 | +69.2% | 575 | +49.4% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -89.8% | 385 | -85.6% | 0.00% | -80.0% |
| Q4 2019 | $128,000 | +39.1% | 2,681 | +29.1% | 0.01% | +25.0% |
| Q3 2019 | $92,000 | +29.6% | 2,076 | +36.9% | 0.00% | +33.3% |
| Q2 2019 | $71,000 | -16.5% | 1,516 | -16.3% | 0.00% | -25.0% |
| Q1 2019 | $85,000 | +16.4% | 1,811 | +3.5% | 0.00% | 0.0% |
| Q4 2018 | $73,000 | -41.6% | 1,749 | -35.9% | 0.00% | -33.3% |
| Q3 2018 | $125,000 | -0.8% | 2,729 | +3.6% | 0.01% | 0.0% |
| Q2 2018 | $126,000 | +18.9% | 2,634 | +34.9% | 0.01% | +20.0% |
| Q1 2018 | $106,000 | -46.5% | 1,953 | -48.7% | 0.01% | -50.0% |
| Q4 2017 | $198,000 | -34.7% | 3,806 | -38.3% | 0.01% | -50.0% |
| Q3 2017 | $303,000 | -28.0% | 6,173 | -33.0% | 0.02% | -31.0% |
| Q2 2017 | $421,000 | +14.1% | 9,212 | +12.0% | 0.03% | -19.4% |
| Q1 2017 | $369,000 | -5.4% | 8,225 | -17.6% | 0.04% | -36.8% |
| Q4 2016 | $390,000 | – | 9,982 | – | 0.06% | – |
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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% |