WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 179 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $476,000 | +10.2% | 9,950 | +2.1% | 0.00% | – |
Q3 2019 | $432,000 | -36.0% | 9,750 | -32.1% | 0.00% | – |
Q2 2019 | $675,000 | -12.5% | 14,350 | -12.2% | 0.00% | – |
Q1 2019 | $771,000 | +12.6% | 16,350 | 0.0% | 0.00% | – |
Q4 2018 | $685,000 | -47.7% | 16,350 | -43.0% | 0.00% | – |
Q3 2018 | $1,309,000 | -8.8% | 28,667 | -4.8% | 0.00% | – |
Q2 2018 | $1,436,000 | +4.4% | 30,123 | +18.3% | 0.00% | – |
Q1 2018 | $1,376,000 | -16.5% | 25,464 | -19.4% | 0.00% | – |
Q4 2017 | $1,648,000 | +3.2% | 31,602 | -3.0% | 0.00% | – |
Q3 2017 | $1,597,000 | +7.3% | 32,575 | +0.2% | 0.00% | – |
Q2 2017 | $1,488,000 | -13.0% | 32,520 | -14.7% | 0.00% | – |
Q1 2017 | $1,711,000 | +23.3% | 38,122 | +7.4% | 0.00% | – |
Q4 2016 | $1,388,000 | +22.2% | 35,507 | +30.5% | 0.00% | – |
Q3 2016 | $1,136,000 | +34.0% | 27,203 | +24.3% | 0.00% | – |
Q2 2016 | $848,000 | +315.7% | 21,886 | +281.4% | 0.00% | – |
Q3 2015 | $204,000 | -23.3% | 5,738 | -6.0% | 0.00% | – |
Q2 2015 | $266,000 | -9.8% | 6,107 | -8.6% | 0.00% | – |
Q1 2015 | $295,000 | +30.0% | 6,682 | +27.5% | 0.00% | – |
Q4 2014 | $227,000 | -89.9% | 5,240 | -89.2% | 0.00% | -100.0% |
Q3 2014 | $2,249,000 | +259.3% | 48,669 | +273.5% | 0.00% | – |
Q2 2014 | $626,000 | +138.9% | 13,030 | +131.3% | 0.00% | – |
Q1 2014 | $262,000 | -36.1% | 5,633 | -35.8% | 0.00% | – |
Q3 2013 | $410,000 | +86.4% | 8,780 | +84.1% | 0.00% | – |
Q2 2013 | $220,000 | – | 4,768 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |