WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 175 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,967 | -27.6% | 174 | -16.7% | 0.00% | – |
| Q4 2021 | $11,000 | +1000.0% | 209 | +770.8% | 0.00% | – |
| Q1 2021 | $1,000 | -99.2% | 24 | -99.1% | 0.00% | – |
| Q1 2019 | $127,000 | +12.4% | 2,700 | 0.0% | 0.00% | – |
| Q4 2018 | $113,000 | -8.1% | 2,700 | 0.0% | 0.00% | – |
| Q3 2018 | $123,000 | -93.4% | 2,700 | -93.1% | 0.00% | – |
| Q2 2018 | $1,871,000 | +1181.5% | 39,229 | +1352.9% | 0.00% | – |
| Q1 2018 | $146,000 | 0.0% | 2,700 | -3.6% | 0.00% | – |
| Q4 2017 | $146,000 | -13.1% | 2,800 | -18.3% | 0.00% | – |
| Q3 2017 | $168,000 | -1.2% | 3,426 | -7.7% | 0.00% | – |
| Q2 2017 | $170,000 | +1.8% | 3,712 | 0.0% | 0.00% | – |
| Q1 2017 | $167,000 | +1987.5% | 3,712 | +1701.9% | 0.00% | – |
| Q2 2016 | $8,000 | +300.0% | 206 | +312.0% | 0.00% | – |
| Q4 2015 | $2,000 | – | 50 | – | 0.00% | – |
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% |