WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 153 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4 | +100.0% | 97 | +61.7% | 0.00% | – |
Q2 2023 | $2 | -98.9% | 60 | -98.5% | 0.00% | – |
Q1 2023 | $183 | -11.2% | 4,006 | -14.8% | 0.00% | – |
Q4 2022 | $206 | -99.4% | 4,704 | +474.4% | 0.00% | – |
Q3 2022 | $32,000 | -69.5% | 819 | -65.4% | 0.00% | – |
Q2 2022 | $105,000 | +1212.5% | 2,366 | +1436.4% | 0.00% | – |
Q4 2021 | $8,000 | -89.3% | 154 | -88.9% | 0.00% | – |
Q3 2021 | $75,000 | -6.2% | 1,384 | -6.5% | 0.00% | – |
Q2 2021 | $80,000 | +27.0% | 1,480 | +10.4% | 0.00% | – |
Q4 2020 | $63,000 | +384.6% | 1,341 | +299.1% | 0.00% | – |
Q3 2020 | $13,000 | -84.1% | 336 | -86.5% | 0.00% | – |
Q1 2020 | $82,000 | +26.2% | 2,487 | +81.8% | 0.00% | – |
Q4 2019 | $65,000 | +400.0% | 1,368 | +350.0% | 0.00% | – |
Q3 2019 | $13,000 | 0.0% | 304 | +5.6% | 0.00% | – |
Q2 2019 | $13,000 | -78.3% | 288 | -77.5% | 0.00% | – |
Q1 2019 | $60,000 | +5900.0% | 1,280 | +3182.1% | 0.00% | – |
Q4 2018 | $1,000 | -75.0% | 39 | -55.7% | 0.00% | – |
Q3 2018 | $4,000 | -81.8% | 88 | -81.6% | 0.00% | – |
Q2 2018 | $22,000 | -62.1% | 478 | -55.5% | 0.00% | -100.0% |
Q1 2018 | $58,000 | +625.0% | 1,075 | +503.9% | 0.00% | – |
Q3 2017 | $8,000 | -57.9% | 178 | -61.4% | 0.00% | -100.0% |
Q3 2016 | $19,000 | – | 461 | +5022.2% | 0.00% | – |
Q2 2015 | $0 | -100.0% | 9 | -93.9% | 0.00% | -100.0% |
Q1 2015 | $6,000 | – | 147 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EisnerAmper Wealth Management Corporate Benefits, LLC | 211,599 | $8,864,000 | 7.65% |
Great Point Wealth Advisors, LLC | 175,069 | $7,333,000 | 6.94% |
America First Investment Advisors, LLC | 271,851 | $11,388,000 | 3.81% |
Neumann Capital Management, LLC | 120,396 | $5,043,000 | 3.80% |
Financial Planning & Information Services, Inc. | 182,924 | $7,663,000 | 3.79% |
White Pine Investment CO | 130,344 | $5,460,000 | 2.92% |
Stratford Consulting, LLC | 150,142 | $6,289,000 | 2.53% |
Biltmore Family Office, LLC | 95,489 | $4,000,000 | 2.26% |
Efficient Advisors, LLC | 259,653 | $10,877,000 | 2.02% |
Community Financial Services Group, LLC | 127,315 | $5,333,000 | 2.02% |