WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 169 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,574,000 | -54.3% | 108,203 | -33.9% | 1.63% | -36.1% |
| Q4 2019 | $7,829,000 | +8.6% | 163,715 | +0.6% | 2.56% | +3.5% |
| Q3 2019 | $7,211,000 | -1.2% | 162,784 | +4.9% | 2.47% | -4.2% |
| Q2 2019 | $7,298,000 | +2.7% | 155,107 | +2.8% | 2.58% | +1.5% |
| Q1 2019 | $7,107,000 | +13.0% | 150,857 | +0.5% | 2.54% | +0.4% |
| Q4 2018 | $6,289,000 | -7.5% | 150,142 | +0.8% | 2.53% | +4.5% |
| Q3 2018 | $6,802,000 | +0.7% | 149,010 | +5.2% | 2.42% | -3.8% |
| Q2 2018 | $6,753,000 | -12.6% | 141,597 | -0.9% | 2.52% | -14.4% |
| Q1 2018 | $7,724,000 | -1.7% | 142,929 | -5.1% | 2.94% | +4.3% |
| Q4 2017 | $7,857,000 | +5.9% | 150,654 | -0.4% | 2.82% | +2.2% |
| Q3 2017 | $7,417,000 | +8.2% | 151,277 | +1.0% | 2.76% | -5.1% |
| Q2 2017 | $6,853,000 | +3.9% | 149,791 | +1.9% | 2.91% | +10.4% |
| Q1 2017 | $6,596,000 | +19.7% | 146,978 | +4.3% | 2.64% | +10.4% |
| Q4 2016 | $5,512,000 | -5.9% | 140,943 | +0.4% | 2.39% | -8.3% |
| Q3 2016 | $5,860,000 | +4.6% | 140,371 | -2.9% | 2.60% | +3.4% |
| Q2 2016 | $5,603,000 | +5.4% | 144,622 | +2.8% | 2.52% | +1.0% |
| Q1 2016 | $5,316,000 | +10.4% | 140,722 | +2.5% | 2.49% | +0.2% |
| Q4 2015 | $4,814,000 | -3.0% | 137,307 | -1.5% | 2.49% | -6.5% |
| Q3 2015 | $4,963,000 | -17.6% | 139,368 | +0.5% | 2.66% | -11.7% |
| Q2 2015 | $6,020,000 | -6.3% | 138,739 | -4.5% | 3.01% | -4.7% |
| Q1 2015 | $6,422,000 | +2.1% | 145,202 | -0.3% | 3.16% | -1.9% |
| Q4 2014 | $6,287,000 | -2.1% | 145,663 | +4.9% | 3.22% | -6.3% |
| Q3 2014 | $6,419,000 | +0.8% | 138,883 | +4.6% | 3.44% | +4.4% |
| Q2 2014 | $6,369,000 | +9.6% | 132,749 | +6.5% | 3.30% | +4.3% |
| Q1 2014 | $5,811,000 | – | 124,681 | – | 3.16% | – |
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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% |