WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 168 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $20,394,322 | +2116.6% | 440,863 | +2129.5% | 0.01% | – |
Q2 2023 | $920,084 | -0.5% | 19,774 | -2.1% | 0.00% | – |
Q1 2023 | $924,729 | -65.5% | 20,195 | -70.0% | 0.00% | -100.0% |
Q3 2022 | $2,677,000 | -64.5% | 67,220 | -60.2% | 0.00% | -66.7% |
Q2 2022 | $7,539,000 | -56.4% | 168,892 | -48.0% | 0.00% | -50.0% |
Q1 2022 | $17,310,000 | +670.7% | 324,774 | +641.8% | 0.01% | +500.0% |
Q1 2021 | $2,246,000 | -60.6% | 43,782 | -68.3% | 0.00% | -66.7% |
Q3 2020 | $5,703,000 | -31.6% | 137,917 | -35.5% | 0.00% | -50.0% |
Q2 2020 | $8,336,000 | +7.5% | 213,679 | +22.1% | 0.01% | -53.8% |
Q3 2019 | $7,755,000 | -5.3% | 175,064 | +0.6% | 0.01% | -7.1% |
Q2 2019 | $8,186,000 | +246.6% | 173,980 | +247.0% | 0.01% | +250.0% |
Q1 2019 | $2,362,000 | -73.9% | 50,132 | -76.8% | 0.00% | -78.9% |
Q4 2018 | $9,059,000 | +292.5% | 216,263 | +327.7% | 0.02% | +280.0% |
Q3 2018 | $2,308,000 | -37.6% | 50,560 | -34.8% | 0.01% | -44.4% |
Q2 2018 | $3,699,000 | +30.6% | 77,554 | +48.0% | 0.01% | +28.6% |
Q1 2018 | $2,832,000 | -77.3% | 52,402 | -79.4% | 0.01% | -82.5% |
Q3 2017 | $12,501,000 | +333.8% | 254,966 | +304.7% | 0.04% | +300.0% |
Q2 2017 | $2,882,000 | +138.4% | 63,002 | +133.8% | 0.01% | +100.0% |
Q1 2017 | $1,209,000 | -82.9% | 26,947 | -85.1% | 0.01% | -83.9% |
Q4 2016 | $7,074,000 | +211.8% | 180,862 | +201.2% | 0.03% | +138.5% |
Q1 2016 | $2,269,000 | -30.2% | 60,048 | -35.3% | 0.01% | -35.0% |
Q4 2015 | $3,253,000 | +574.9% | 92,787 | +584.9% | 0.02% | +566.7% |
Q3 2015 | $482,000 | -88.8% | 13,547 | -86.3% | 0.00% | -89.3% |
Q2 2015 | $4,304,000 | -62.7% | 99,204 | -62.0% | 0.03% | -68.5% |
Q1 2015 | $11,533,000 | +2.8% | 260,750 | +0.3% | 0.09% | +6.0% |
Q4 2014 | $11,216,000 | +32.3% | 259,868 | +41.7% | 0.08% | -2.3% |
Q3 2014 | $8,477,000 | +1952.5% | 183,397 | +2032.5% | 0.09% | +1620.0% |
Q2 2014 | $413,000 | -95.0% | 8,600 | -95.2% | 0.01% | -94.6% |
Q1 2014 | $8,300,000 | – | 178,067 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EisnerAmper Wealth Management Corporate Benefits, LLC | 211,599 | $8,864,000 | 7.65% |
Great Point Wealth Advisors, LLC | 175,069 | $7,333,000 | 6.94% |
America First Investment Advisors, LLC | 271,851 | $11,388,000 | 3.81% |
Neumann Capital Management, LLC | 120,396 | $5,043,000 | 3.80% |
Financial Planning & Information Services, Inc. | 182,924 | $7,663,000 | 3.79% |
White Pine Investment CO | 130,344 | $5,460,000 | 2.92% |
Stratford Consulting, LLC | 150,142 | $6,289,000 | 2.53% |
Biltmore Family Office, LLC | 95,489 | $4,000,000 | 2.26% |
Efficient Advisors, LLC | 259,653 | $10,877,000 | 2.02% |
Community Financial Services Group, LLC | 127,315 | $5,333,000 | 2.02% |