WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 150 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $51,000 | +410.0% | 1,075 | +338.8% | 0.01% | +400.0% |
| Q3 2020 | $10,000 | 0.0% | 245 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $10,000 | 0.0% | 245 | -0.4% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -16.7% | 246 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $12,000 | 0.0% | 246 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | -25.0% | 246 | -18.0% | 0.00% | -25.0% |
| Q2 2019 | $16,000 | +60.0% | 300 | +53.1% | 0.00% | +33.3% |
| Q1 2019 | $10,000 | 0.0% | 196 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | -50.0% | 196 | -50.5% | 0.00% | -50.0% |
| Q3 2018 | $20,000 | – | 396 | – | 0.01% | – |
| Q4 2016 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2016 | $342,352,000 | – | 4,176 | – | 0.05% | – |
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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% |