WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 153 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,111,333 | -7.7% | 24,023 | -7.1% | 0.10% | -5.5% |
| Q2 2023 | $1,203,704 | -5.6% | 25,869 | -7.1% | 0.11% | -10.7% |
| Q1 2023 | $1,275,306 | -0.5% | 27,851 | -4.4% | 0.12% | -6.2% |
| Q4 2022 | $1,281,084 | -29.8% | 29,122 | -36.4% | 0.13% | -36.3% |
| Q3 2022 | $1,825,000 | -6.6% | 45,824 | +4.7% | 0.20% | -1.9% |
| Q2 2022 | $1,953,000 | -18.3% | 43,750 | -2.4% | 0.21% | -8.0% |
| Q1 2022 | $2,389,000 | -3.8% | 44,814 | -4.5% | 0.23% | +0.4% |
| Q4 2021 | $2,484,000 | -4.4% | 46,946 | -3.4% | 0.22% | -12.5% |
| Q3 2021 | $2,598,000 | -3.8% | 48,586 | -2.0% | 0.26% | -6.9% |
| Q2 2021 | $2,701,000 | -10.5% | 49,584 | -15.7% | 0.28% | -15.1% |
| Q1 2021 | $3,018,000 | +5.9% | 58,851 | -1.5% | 0.32% | -1.2% |
| Q4 2020 | $2,851,000 | +11.6% | 59,746 | -3.3% | 0.33% | -3.8% |
| Q3 2020 | $2,554,000 | +4.5% | 61,774 | -1.4% | 0.34% | -2.6% |
| Q2 2020 | $2,443,000 | +5.8% | 62,620 | -10.4% | 0.35% | -9.3% |
| Q1 2020 | $2,310,000 | -33.5% | 69,922 | -3.8% | 0.39% | -9.4% |
| Q4 2019 | $3,474,000 | +8.5% | 72,655 | +0.6% | 0.43% | +0.7% |
| Q3 2019 | $3,201,000 | -7.9% | 72,256 | -2.2% | 0.42% | -9.0% |
| Q2 2019 | $3,477,000 | +10.8% | 73,896 | +10.9% | 0.47% | +5.9% |
| Q1 2019 | $3,138,000 | +19.7% | 66,605 | +6.4% | 0.44% | +6.3% |
| Q4 2018 | $2,622,000 | -35.6% | 62,589 | -29.8% | 0.41% | -22.8% |
| Q3 2018 | $4,073,000 | -66.2% | 89,213 | -4.2% | 0.54% | -41.0% |
| Q2 2018 | $12,066,000 | +139.9% | 93,164 | +0.1% | 0.91% | +22.7% |
| Q1 2018 | $5,030,000 | +14.7% | 93,073 | +10.7% | 0.74% | +17.8% |
| Q4 2017 | $4,385,000 | +16.6% | 84,090 | +9.7% | 0.63% | +15.2% |
| Q3 2017 | $3,761,000 | +25.2% | 76,687 | +16.8% | 0.55% | +19.7% |
| Q2 2017 | $3,004,000 | +66.2% | 65,674 | +63.0% | 0.46% | +57.2% |
| Q1 2017 | $1,808,000 | +151.1% | 40,280 | +119.0% | 0.29% | +137.7% |
| Q4 2016 | $720,000 | -6.2% | 18,390 | 0.0% | 0.12% | -8.3% |
| Q3 2016 | $768,000 | +6.4% | 18,390 | -1.3% | 0.13% | 0.0% |
| Q2 2016 | $722,000 | +2.6% | 18,640 | 0.0% | 0.13% | -8.3% |
| Q1 2016 | $704,000 | +7.2% | 18,640 | -0.6% | 0.14% | +5.1% |
| Q4 2015 | $657,000 | -32.5% | 18,747 | -31.5% | 0.14% | -38.9% |
| Q3 2015 | $974,000 | -17.9% | 27,372 | +0.1% | 0.23% | -10.3% |
| Q2 2015 | $1,186,000 | -9.5% | 27,349 | -7.6% | 0.25% | -9.0% |
| Q1 2015 | $1,310,000 | -48.4% | 29,613 | -49.7% | 0.28% | +1.5% |
| Q4 2014 | $2,541,000 | +95.0% | 58,876 | +108.9% | 0.27% | -3.5% |
| Q3 2014 | $1,303,000 | +8.2% | 28,181 | +12.3% | 0.28% | +8.4% |
| Q2 2014 | $1,204,000 | +7.0% | 25,101 | +4.0% | 0.26% | -4.0% |
| Q1 2014 | $1,125,000 | +2.5% | 24,144 | +1.4% | 0.27% | -3.9% |
| Q4 2013 | $1,098,000 | +16.4% | 23,812 | +17.8% | 0.28% | +6.0% |
| Q3 2013 | $943,000 | +7.2% | 20,209 | +5.7% | 0.27% | +2.7% |
| Q2 2013 | $880,000 | – | 19,111 | – | 0.26% | – |
Download | ||||||
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% |