WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 187 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $488,000 | -16.6% | 10,362 | -25.8% | 0.11% | -15.8% |
| Q4 2018 | $585,000 | -54.9% | 13,960 | -50.9% | 0.13% | -45.5% |
| Q3 2018 | $1,298,000 | -46.9% | 28,425 | -44.5% | 0.24% | -53.3% |
| Q2 2018 | $2,443,000 | -77.0% | 51,217 | -73.9% | 0.52% | -77.0% |
| Q1 2018 | $10,613,000 | -31.6% | 196,382 | -34.0% | 2.27% | -31.1% |
| Q4 2017 | $15,521,000 | -1.9% | 297,615 | -7.8% | 3.30% | -24.7% |
| Q3 2017 | $15,826,000 | +3.4% | 322,788 | -3.5% | 4.39% | -2.9% |
| Q2 2017 | $15,310,000 | +2.3% | 334,651 | +0.4% | 4.52% | -7.5% |
| Q1 2017 | $14,960,000 | +17.0% | 333,332 | +2.0% | 4.88% | +9.7% |
| Q4 2016 | $12,786,000 | -9.8% | 326,932 | -3.7% | 4.45% | -10.4% |
| Q3 2016 | $14,179,000 | +6.7% | 339,615 | -1.0% | 4.97% | -1.7% |
| Q2 2016 | $13,284,000 | +3.9% | 342,891 | +1.3% | 5.05% | -0.3% |
| Q1 2016 | $12,788,000 | +9.1% | 338,482 | +1.2% | 5.07% | +10.0% |
| Q4 2015 | $11,726,000 | +34.8% | 334,447 | +36.9% | 4.60% | +36.5% |
| Q3 2015 | $8,697,000 | -48.8% | 244,231 | -37.6% | 3.37% | -51.8% |
| Q2 2015 | $16,985,000 | -2.9% | 391,448 | -1.0% | 6.99% | -0.7% |
| Q1 2015 | $17,487,000 | -11.0% | 395,366 | -7.0% | 7.04% | -14.5% |
| Q3 2014 | $19,645,000 | – | 425,031 | – | 8.24% | – |
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% |