WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 153 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391 | -21.8% | 8,451 | -21.3% | 0.00% | -50.0% |
| Q2 2023 | $500 | -21.5% | 10,736 | -22.8% | 0.00% | 0.0% |
| Q1 2023 | $637 | +9.3% | 13,905 | +4.9% | 0.00% | 0.0% |
| Q4 2022 | $583 | -100.0% | 13,260 | -48.8% | 0.00% | -50.0% |
| Q2 2021 | $1,411,000 | -12.2% | 25,907 | -17.3% | 0.00% | -20.0% |
| Q1 2021 | $1,607,000 | +598.7% | 31,339 | +542.5% | 0.01% | +400.0% |
| Q1 2019 | $230,000 | -70.1% | 4,878 | -73.4% | 0.00% | -75.0% |
| Q4 2018 | $769,000 | +19.2% | 18,358 | +29.9% | 0.00% | +33.3% |
| Q3 2018 | $645,000 | +30.3% | 14,128 | +36.0% | 0.00% | +50.0% |
| Q2 2018 | $495,000 | +3.6% | 10,388 | +17.3% | 0.00% | 0.0% |
| Q1 2018 | $478,000 | +10.1% | 8,853 | +6.5% | 0.00% | 0.0% |
| Q4 2017 | $434,000 | 0.0% | 8,313 | -6.0% | 0.00% | 0.0% |
| Q3 2017 | $434,000 | +13.3% | 8,848 | +5.7% | 0.00% | 0.0% |
| Q2 2017 | $383,000 | -45.9% | 8,373 | -50.7% | 0.00% | -33.3% |
| Q3 2016 | $708,000 | – | 16,970 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
| Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
| Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
| America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
| Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
| Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
| Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
| Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
| Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
| CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |