WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 153 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,739,000 | +10.0% | 140,918 | +1.9% | 2.76% | -0.7% |
| Q3 2019 | $6,124,000 | -4.3% | 138,235 | +1.7% | 2.78% | -7.9% |
| Q2 2019 | $6,397,000 | +2.3% | 135,961 | +2.4% | 3.02% | -3.5% |
| Q1 2019 | $6,255,000 | +14.6% | 132,764 | +1.9% | 3.13% | +7.2% |
| Q4 2018 | $5,460,000 | -8.5% | 130,344 | -0.3% | 2.92% | +2.2% |
| Q3 2018 | $5,968,000 | -3.7% | 130,724 | +0.6% | 2.86% | -11.0% |
| Q2 2018 | $6,196,000 | -12.0% | 129,919 | -0.3% | 3.21% | -6.7% |
| Q1 2018 | $7,040,000 | +4.1% | 130,279 | +0.5% | 3.44% | +3.1% |
| Q4 2017 | $6,762,000 | +6.2% | 129,660 | -0.2% | 3.34% | -1.4% |
| Q3 2017 | $6,370,000 | +8.2% | 129,930 | +1.0% | 3.39% | +8.0% |
| Q2 2017 | $5,885,000 | +2.7% | 128,624 | +0.7% | 3.14% | +1.5% |
| Q1 2017 | $5,731,000 | +15.9% | 127,705 | +1.0% | 3.09% | +15.4% |
| Q4 2016 | $4,944,000 | -6.2% | 126,410 | +0.2% | 2.68% | -13.4% |
| Q3 2016 | $5,269,000 | +6.8% | 126,200 | -0.9% | 3.09% | +4.5% |
| Q2 2016 | $4,933,000 | +6.0% | 127,327 | +3.4% | 2.96% | +4.5% |
| Q1 2016 | $4,652,000 | +8.2% | 123,135 | +0.4% | 2.83% | +6.9% |
| Q4 2015 | $4,300,000 | -3.9% | 122,658 | -2.3% | 2.65% | -7.7% |
| Q3 2015 | $4,473,000 | -14.6% | 125,608 | +4.0% | 2.87% | -6.0% |
| Q2 2015 | $5,239,000 | -0.0% | 120,753 | +1.9% | 3.05% | +1.9% |
| Q1 2015 | $5,241,000 | +3.9% | 118,504 | +1.4% | 3.00% | +2.1% |
| Q4 2014 | $5,042,000 | -4.9% | 116,829 | +1.9% | 2.93% | -8.3% |
| Q3 2014 | $5,300,000 | -3.1% | 114,667 | +0.6% | 3.20% | -3.1% |
| Q2 2014 | $5,469,000 | +2.9% | 113,977 | -0.0% | 3.30% | -3.1% |
| Q1 2014 | $5,315,000 | +553.8% | 114,027 | +546.2% | 3.41% | +512.9% |
| Q4 2013 | $813,000 | +9.0% | 17,645 | +10.2% | 0.56% | -1.8% |
| Q3 2013 | $746,000 | +40.2% | 16,010 | +38.4% | 0.57% | +33.8% |
| Q2 2013 | $532,000 | – | 11,570 | – | 0.42% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |