WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 201 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 2.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $291,000 | +10.6% | 6,094 | +2.8% | 0.05% | +2.0% |
| Q3 2019 | $263,000 | -5.4% | 5,926 | +0.5% | 0.05% | -7.4% |
| Q2 2019 | $278,000 | +19.8% | 5,899 | +19.9% | 0.05% | +12.5% |
| Q1 2019 | $232,000 | +11.0% | 4,918 | -1.4% | 0.05% | -5.9% |
| Q4 2018 | $209,000 | -19.0% | 4,989 | -11.9% | 0.05% | -10.5% |
| Q3 2018 | $258,000 | +7.5% | 5,661 | +12.6% | 0.06% | 0.0% |
| Q2 2018 | $240,000 | -10.8% | 5,026 | +0.9% | 0.06% | -36.0% |
| Q1 2018 | $269,000 | – | 4,982 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |