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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $60,000 | +5.3% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $57,000 | +18.8% | 1,455 | 0.0% | 0.02% | -7.4% |
| Q1 2020 | $48,000 | -31.4% | 1,455 | 0.0% | 0.03% | -6.9% |
| Q4 2019 | $70,000 | -1.4% | 1,455 | -9.3% | 0.03% | -6.5% |
| Q3 2019 | $71,000 | -18.4% | 1,605 | -13.5% | 0.03% | -18.4% |
| Q2 2019 | $87,000 | -10.3% | 1,855 | -9.7% | 0.04% | -7.3% |
| Q1 2019 | $97,000 | +4.3% | 2,055 | -7.8% | 0.04% | -8.9% |
| Q4 2018 | $93,000 | -27.3% | 2,230 | -20.5% | 0.04% | -13.5% |
| Q3 2018 | $128,000 | -13.5% | 2,805 | -9.7% | 0.05% | -13.3% |
| Q2 2018 | $148,000 | +38.3% | 3,105 | +57.2% | 0.06% | +30.4% |
| Q1 2018 | $107,000 | +529.4% | 1,975 | +507.7% | 0.05% | +557.1% |
| Q4 2017 | $17,000 | +6.2% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $16,000 | +6.7% | 325 | 0.0% | 0.01% | +16.7% |
| Q2 2017 | $15,000 | 0.0% | 325 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $15,000 | +15.4% | 325 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $13,000 | -7.1% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $14,000 | +7.7% | 325 | 0.0% | 0.01% | -12.5% |
| Q2 2016 | $13,000 | -45.8% | 325 | -48.0% | 0.01% | -38.5% |
| Q1 2016 | $24,000 | +9.1% | 625 | 0.0% | 0.01% | +18.2% |
| Q4 2015 | $22,000 | 0.0% | 625 | 0.0% | 0.01% | -8.3% |
| Q3 2015 | $22,000 | -60.0% | 625 | -51.0% | 0.01% | -61.3% |
| Q2 2015 | $55,000 | -1.8% | 1,275 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $56,000 | -74.3% | 1,275 | -74.8% | 0.03% | -77.0% |
| Q4 2014 | $218,000 | -26.8% | 5,050 | -21.7% | 0.14% | -28.2% |
| Q3 2014 | $298,000 | -9.1% | 6,450 | -5.6% | 0.19% | -4.1% |
| Q2 2014 | $328,000 | +3.1% | 6,830 | 0.0% | 0.20% | 0.0% |
| Q1 2014 | $318,000 | – | 6,830 | – | 0.20% | – |
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% |