WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 180 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 2.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $0 | – | 15 | +7.1% | 0.00% | – |
Q2 2022 | $0 | – | 14 | 0.0% | 0.00% | – |
Q1 2022 | $0 | – | 14 | 0.0% | 0.00% | – |
Q4 2021 | $0 | – | 14 | 0.0% | 0.00% | – |
Q3 2021 | $0 | – | 14 | +7.7% | 0.00% | – |
Q2 2021 | $0 | – | 13 | +18.2% | 0.00% | – |
Q1 2021 | $0 | – | 11 | 0.0% | 0.00% | – |
Q4 2020 | $0 | – | 11 | 0.0% | 0.00% | – |
Q3 2020 | $0 | – | 11 | 0.0% | 0.00% | – |
Q2 2020 | $0 | – | 11 | 0.0% | 0.00% | – |
Q1 2020 | $0 | – | 11 | 0.0% | 0.00% | – |
Q4 2019 | $0 | – | 11 | 0.0% | 0.00% | – |
Q3 2019 | $0 | – | 11 | 0.0% | 0.00% | – |
Q2 2019 | $0 | – | 11 | 0.0% | 0.00% | – |
Q1 2019 | $0 | – | 11 | 0.0% | 0.00% | – |
Q4 2018 | $0 | – | 11 | 0.0% | 0.00% | – |
Q3 2018 | $0 | – | 11 | 0.0% | 0.00% | – |
Q2 2018 | $0 | – | 11 | 0.0% | 0.00% | – |
Q1 2018 | $0 | – | 11 | 0.0% | 0.00% | – |
Q4 2017 | $0 | – | 11 | 0.0% | 0.00% | – |
Q3 2017 | $0 | – | 11 | 0.0% | 0.00% | – |
Q2 2017 | $0 | – | 11 | 0.0% | 0.00% | – |
Q1 2017 | $0 | – | 11 | 0.0% | 0.00% | – |
Q4 2016 | $0 | – | 11 | 0.0% | 0.00% | – |
Q3 2016 | $0 | – | 11 | 0.0% | 0.00% | – |
Q2 2016 | $0 | – | 11 | 0.0% | 0.00% | – |
Q1 2016 | $0 | – | 11 | 0.0% | 0.00% | – |
Q4 2015 | $0 | – | 11 | 0.0% | 0.00% | – |
Q3 2015 | $0 | – | 11 | 0.0% | 0.00% | – |
Q2 2015 | $0 | – | 11 | 0.0% | 0.00% | – |
Q1 2015 | $0 | – | 11 | 0.0% | 0.00% | – |
Q4 2014 | $0 | -100.0% | 11 | 0.0% | 0.00% | -100.0% |
Q3 2014 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $1,000 | -85.7% | 11 | -92.8% | 0.00% | -83.3% |
Q4 2013 | $7,000 | 0.0% | 152 | +8.6% | 0.01% | -14.3% |
Q3 2013 | $7,000 | – | 140 | – | 0.01% | – |
Download |
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% |