WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 144 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 1.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $240,000 | -20.0% | 5,128 | -20.0% | 0.06% | -9.9% |
| Q1 2019 | $300,000 | -49.5% | 6,407 | -54.3% | 0.07% | -37.2% |
| Q4 2018 | $594,000 | -31.0% | 14,029 | -25.6% | 0.11% | -18.1% |
| Q3 2018 | $861,000 | -16.6% | 18,856 | -12.7% | 0.14% | -22.9% |
| Q2 2018 | $1,032,000 | -12.1% | 21,588 | -0.3% | 0.18% | -17.9% |
| Q1 2018 | $1,174,000 | -15.7% | 21,662 | -19.0% | 0.22% | -19.0% |
| Q4 2017 | $1,393,000 | +13.6% | 26,745 | +7.2% | 0.27% | +1.5% |
| Q3 2017 | $1,226,000 | +15.2% | 24,939 | +7.1% | 0.26% | +8.6% |
| Q2 2017 | $1,064,000 | +8.7% | 23,277 | +6.2% | 0.24% | +0.4% |
| Q1 2017 | $979,000 | +51.1% | 21,917 | +32.4% | 0.24% | +37.3% |
| Q4 2016 | $648,000 | +200.0% | 16,548 | +255.3% | 0.18% | +121.2% |
| Q3 2014 | $216,000 | -3.1% | 4,658 | +2.1% | 0.08% | 0.0% |
| Q2 2014 | $223,000 | +9.9% | 4,563 | +4.7% | 0.08% | 0.0% |
| Q1 2014 | $203,000 | – | 4,357 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 211,599 | $8,864,000 | 7.65% |
| Great Point Wealth Advisors, LLC | 175,069 | $7,333,000 | 6.94% |
| America First Investment Advisors, LLC | 271,851 | $11,388,000 | 3.81% |
| Neumann Capital Management, LLC | 120,396 | $5,043,000 | 3.80% |
| Financial Planning & Information Services, Inc. | 182,924 | $7,663,000 | 3.79% |
| White Pine Investment CO | 130,344 | $5,460,000 | 2.92% |
| Stratford Consulting, LLC | 150,142 | $6,289,000 | 2.53% |
| Biltmore Family Office, LLC | 95,489 | $4,000,000 | 2.26% |
| Efficient Advisors, LLC | 259,653 | $10,877,000 | 2.02% |
| Community Financial Services Group, LLC | 127,315 | $5,333,000 | 2.02% |