WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 178 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.58 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $362,000 | -60.3% | 10,943 | -42.6% | 0.00% | -50.0% |
| Q4 2019 | $911,000 | +7.4% | 19,054 | -0.5% | 0.00% | 0.0% |
| Q3 2019 | $848,000 | -51.1% | 19,144 | -48.1% | 0.00% | -60.0% |
| Q2 2019 | $1,735,000 | -5.5% | 36,869 | -5.4% | 0.01% | 0.0% |
| Q1 2019 | $1,836,000 | +3.7% | 38,966 | -7.8% | 0.01% | -16.7% |
| Q4 2018 | $1,771,000 | -72.5% | 42,263 | -70.0% | 0.01% | -66.7% |
| Q3 2018 | $6,440,000 | -8.0% | 141,066 | -3.9% | 0.02% | -18.2% |
| Q2 2018 | $7,002,000 | -12.6% | 146,822 | -1.0% | 0.02% | -15.4% |
| Q1 2018 | $8,012,000 | +146.8% | 148,272 | +138.2% | 0.03% | +160.0% |
| Q4 2017 | $3,247,000 | +8.3% | 62,252 | +1.8% | 0.01% | 0.0% |
| Q3 2017 | $2,999,000 | +0.5% | 61,157 | -6.2% | 0.01% | +11.1% |
| Q2 2017 | $2,984,000 | +23.6% | 65,233 | +21.2% | 0.01% | +12.5% |
| Q1 2017 | $2,415,000 | -33.7% | 53,801 | -42.2% | 0.01% | -38.5% |
| Q4 2016 | $3,643,000 | +162.1% | 93,111 | +179.6% | 0.01% | +160.0% |
| Q3 2016 | $1,390,000 | +28.9% | 33,299 | +19.6% | 0.01% | +25.0% |
| Q2 2016 | $1,078,000 | +106.5% | 27,832 | +130.1% | 0.00% | +100.0% |
| Q4 2014 | $522,000 | -98.9% | 12,094 | -98.8% | 0.00% | -98.6% |
| Q3 2014 | $46,089,000 | – | 997,152 | – | 0.15% | – |
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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% |