WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 144 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 1.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $48,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $48,000 | -2.0% | 900 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $49,000 | +6.5% | 900 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $46,000 | -42.5% | 900 | -50.0% | 0.00% | 0.0% |
Q4 2020 | $80,000 | +116.2% | 1,800 | +100.0% | 0.00% | 0.0% |
Q3 2020 | $37,000 | +5.7% | 900 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $35,000 | +16.7% | 900 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $30,000 | -63.9% | 900 | -50.0% | 0.00% | -33.3% |
Q4 2019 | $83,000 | +107.5% | 1,800 | +100.0% | 0.00% | 0.0% |
Q3 2019 | $40,000 | -4.8% | 900 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $42,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $42,000 | +10.5% | 900 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $38,000 | -7.3% | 900 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $41,000 | -4.7% | 900 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $43,000 | -12.2% | 900 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $49,000 | +4.3% | 900 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $47,000 | +6.8% | 900 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $44,000 | +7.3% | 900 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $41,000 | +2.5% | 900 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $40,000 | +14.3% | 900 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $35,000 | -7.9% | 900 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $38,000 | +8.6% | 900 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $35,000 | +2.9% | 900 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $34,000 | -46.0% | 900 | -50.0% | 0.00% | -40.0% |
Q4 2015 | $63,000 | -1.6% | 1,800 | 0.0% | 0.01% | -16.7% |
Q3 2015 | $64,000 | -28.1% | 1,800 | -12.2% | 0.01% | -14.3% |
Q2 2015 | $89,000 | -2.2% | 2,050 | 0.0% | 0.01% | -12.5% |
Q1 2015 | $91,000 | +16.7% | 2,050 | +13.9% | 0.01% | +33.3% |
Q4 2014 | $78,000 | -6.0% | 1,800 | 0.0% | 0.01% | -14.3% |
Q3 2014 | $83,000 | -3.5% | 1,800 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $86,000 | +2.4% | 1,800 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $84,000 | – | 1,800 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |