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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,615 | -0.6% | 143 | 0.0% | 0.00% | – |
| Q2 2023 | $6,654 | +1.6% | 143 | 0.0% | 0.00% | – |
| Q1 2023 | $6,548 | +554.8% | 143 | +429.6% | 0.00% | – |
| Q1 2022 | $1,000 | -100.0% | 27 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $2,035,000 | -30.9% | 61,601 | +0.0% | 0.09% | -14.5% |
| Q4 2019 | $2,945,000 | +8.0% | 61,595 | +0.0% | 0.11% | -7.6% |
| Q3 2019 | $2,728,000 | -5.8% | 61,570 | +0.1% | 0.12% | -8.5% |
| Q2 2019 | $2,895,000 | -1.6% | 61,517 | -1.5% | 0.13% | -2.3% |
| Q1 2019 | $2,942,000 | +12.9% | 62,447 | +0.4% | 0.13% | +6.4% |
| Q4 2018 | $2,605,000 | -9.3% | 62,175 | -1.2% | 0.12% | +12.6% |
| Q3 2018 | $2,873,000 | -4.2% | 62,937 | +0.1% | 0.11% | -14.6% |
| Q2 2018 | $2,999,000 | -11.6% | 62,880 | +0.1% | 0.13% | -15.0% |
| Q1 2018 | $3,394,000 | +19.0% | 62,807 | +14.9% | 0.15% | +0.7% |
| Q4 2017 | $2,851,000 | +6.4% | 54,671 | 0.0% | 0.15% | -1.9% |
| Q3 2017 | $2,680,000 | +7.2% | 54,671 | 0.0% | 0.16% | -4.3% |
| Q2 2017 | $2,501,000 | +3.3% | 54,671 | +1.4% | 0.16% | -1.2% |
| Q1 2017 | $2,421,000 | +14.8% | 53,933 | 0.0% | 0.16% | +6.5% |
| Q4 2016 | $2,109,000 | +11.2% | 53,933 | +18.7% | 0.15% | -19.8% |
| Q3 2016 | $1,897,000 | +13.7% | 45,435 | +5.5% | 0.19% | -1.0% |
| Q2 2016 | $1,668,000 | +0.9% | 43,051 | -1.6% | 0.19% | -4.4% |
| Q1 2016 | $1,653,000 | -52.5% | 43,742 | -50.8% | 0.20% | -10.2% |
| Q4 2015 | $3,481,000 | +123.6% | 88,858 | +103.2% | 0.23% | +13.0% |
| Q3 2015 | $1,557,000 | -18.6% | 43,724 | -0.8% | 0.20% | -11.1% |
| Q2 2015 | $1,912,000 | -4.5% | 44,056 | – | 0.22% | -8.2% |
| Q1 2015 | $2,003,000 | +2.9% | 0 | -100.0% | 0.24% | +2.9% |
| Q4 2014 | $1,947,000 | -74.9% | 45,116 | -73.2% | 0.24% | -76.1% |
| Q3 2014 | $7,768,000 | -7.8% | 168,061 | -4.3% | 1.00% | -8.7% |
| Q2 2014 | $8,422,000 | +6.5% | 175,526 | +3.5% | 1.09% | -2.3% |
| Q1 2014 | $7,905,000 | +1.5% | 169,606 | +0.4% | 1.12% | -5.0% |
| Q4 2013 | $7,790,000 | +232.6% | 169,007 | +236.7% | 1.18% | +192.5% |
| Q3 2013 | $2,342,000 | +11.3% | 50,197 | +9.8% | 0.40% | +11.4% |
| Q2 2013 | $2,105,000 | – | 45,722 | – | 0.36% | – |
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% |