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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EisnerAmper Wealth Management Corporate Benefits, LLC | 211,599 | $8,864,000 | 7.65% |
Great Point Wealth Advisors, LLC | 175,069 | $7,333,000 | 6.94% |
America First Investment Advisors, LLC | 271,851 | $11,388,000 | 3.81% |
Neumann Capital Management, LLC | 120,396 | $5,043,000 | 3.80% |
Financial Planning & Information Services, Inc. | 182,924 | $7,663,000 | 3.79% |
White Pine Investment CO | 130,344 | $5,460,000 | 2.92% |
Stratford Consulting, LLC | 150,142 | $6,289,000 | 2.53% |
Biltmore Family Office, LLC | 95,489 | $4,000,000 | 2.26% |
Efficient Advisors, LLC | 259,653 | $10,877,000 | 2.02% |
Community Financial Services Group, LLC | 127,315 | $5,333,000 | 2.02% |