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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |