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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |