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 2020 | $226,000 | +17.7% | 5,800 | 0.0% | 0.01% | -25.0% |
| Q1 2020 | $192,000 | -31.9% | 5,800 | -1.6% | 0.01% | -20.0% |
| Q4 2019 | $282,000 | +8.0% | 5,893 | 0.0% | 0.01% | -9.1% |
| Q3 2019 | $261,000 | -5.8% | 5,893 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $277,000 | -0.4% | 5,893 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $278,000 | +12.6% | 5,893 | 0.0% | 0.01% | +9.1% |
| Q4 2018 | $247,000 | -8.2% | 5,893 | 0.0% | 0.01% | -8.3% |
| Q3 2018 | $269,000 | -4.3% | 5,893 | 0.0% | 0.01% | -7.7% |
| Q2 2018 | $281,000 | -11.6% | 5,893 | 0.0% | 0.01% | -7.1% |
| Q1 2018 | $318,000 | +5.3% | 5,893 | +1.6% | 0.01% | +7.7% |
| Q4 2017 | $302,000 | +6.3% | 5,800 | 0.0% | 0.01% | +8.3% |
| Q3 2017 | $284,000 | +7.2% | 5,800 | 0.0% | 0.01% | +9.1% |
| Q2 2017 | $265,000 | +1.9% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $260,000 | +14.5% | 5,800 | 0.0% | 0.01% | +10.0% |
| Q4 2016 | $227,000 | -6.2% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $242,000 | +7.6% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $225,000 | +2.7% | 5,800 | 0.0% | 0.01% | +11.1% |
| Q1 2016 | $219,000 | +7.9% | 5,800 | 0.0% | 0.01% | +28.6% |
| Q4 2015 | $203,000 | -1.9% | 5,800 | 0.0% | 0.01% | -12.5% |
| Q3 2015 | $207,000 | -17.9% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $252,000 | -1.9% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $257,000 | +2.8% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $250,000 | -6.7% | 5,800 | 0.0% | 0.01% | -11.1% |
| Q3 2014 | $268,000 | -3.6% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $278,000 | +3.0% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $270,000 | +1.1% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $267,000 | – | 5,800 | – | 0.01% | – |
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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% |