WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 178 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.58 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,638,000 | 0.0% | 53,343 | 0.0% | 0.41% | 0.0% |
| Q4 2020 | $2,638,000 | +17.1% | 53,343 | -2.1% | 0.41% | +2.5% |
| Q3 2020 | $2,253,000 | +3.3% | 54,476 | -2.1% | 0.40% | -4.0% |
| Q2 2020 | $2,181,000 | -53.6% | 55,656 | -52.0% | 0.42% | +12.0% |
| Q1 2020 | $4,698,000 | +66.7% | 115,998 | +96.8% | 0.38% | +6.2% |
| Q4 2019 | $2,818,000 | +13.5% | 58,931 | +4.7% | 0.35% | -16.5% |
| Q3 2019 | $2,482,000 | -5.7% | 56,276 | +0.6% | 0.42% | -5.8% |
| Q2 2019 | $2,631,000 | +3.9% | 55,926 | +4.0% | 0.45% | +8.2% |
| Q1 2019 | $2,533,000 | +47.0% | 53,776 | +30.8% | 0.42% | +28.5% |
| Q4 2018 | $1,723,000 | -21.9% | 41,112 | -14.9% | 0.32% | -13.2% |
| Q3 2018 | $2,206,000 | -31.2% | 48,316 | -35.4% | 0.37% | -31.4% |
| Q2 2018 | $3,205,000 | +31.4% | 74,758 | +65.6% | 0.54% | +30.3% |
| Q1 2018 | $2,439,000 | – | 45,140 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 274,291 | $14,669,000 | 7.39% |
| Great Point Wealth Advisors, LLC | 302,479 | $16,177,000 | 5.56% |
| WADDELL & ASSOCIATES, LLC | 513,705 | $27,473,000 | 4.68% |
| Financial Planning & Information Services, Inc. | 314,116 | $16,799,000 | 4.57% |
| America First Investment Advisors, LLC | 267,612 | $14,312,000 | 4.35% |
| Neumann Capital Management, LLC | 158,546 | $8,479,000 | 3.81% |
| Asset Management Advisors, LLC | 72,861 | $3,897,000 | 2.94% |
| Baker Ellis Asset Management LLC | 190,518 | $9,993,000 | 1.92% |
| Tacita Capital Inc | 56,885 | $3,042,000 | 1.86% |
| PALLADIUM PARTNERS LLC | 728,180 | $38,943,000 | 1.77% |