WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 160 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $7,695,000 | -33.4% | 232,969 | -3.5% | 0.56% | -19.8% |
| Q4 2019 | $11,547,000 | +7.9% | 241,460 | -0.1% | 0.69% | -2.0% |
| Q3 2019 | $10,703,000 | -6.0% | 241,598 | -0.1% | 0.71% | -0.8% |
| Q2 2019 | $11,381,000 | +0.4% | 241,892 | +0.5% | 0.71% | -2.2% |
| Q1 2019 | $11,333,000 | +14.9% | 240,573 | +2.1% | 0.73% | -3.1% |
| Q4 2018 | $9,866,000 | -5.4% | 235,533 | +3.1% | 0.75% | +12.7% |
| Q3 2018 | $10,426,000 | -0.8% | 228,391 | +3.6% | 0.67% | -10.1% |
| Q2 2018 | $10,514,000 | -7.7% | 220,463 | +4.6% | 0.74% | -11.7% |
| Q1 2018 | $11,391,000 | +11.1% | 210,780 | +7.2% | 0.84% | +6.5% |
| Q4 2017 | $10,254,000 | +12.2% | 196,621 | +5.5% | 0.79% | +1.3% |
| Q3 2017 | $9,140,000 | +10.1% | 186,426 | +2.8% | 0.78% | +3.5% |
| Q2 2017 | $8,299,000 | +7.2% | 181,406 | +5.2% | 0.75% | +1.1% |
| Q1 2017 | $7,741,000 | +19.1% | 172,478 | +3.8% | 0.74% | +7.7% |
| Q4 2016 | $6,498,000 | -2.2% | 166,157 | +4.4% | 0.69% | -1.1% |
| Q3 2016 | $6,642,000 | +9.1% | 159,099 | +1.3% | 0.70% | +4.8% |
| Q2 2016 | $6,086,000 | +10.1% | 157,088 | +7.3% | 0.67% | +2.6% |
| Q1 2016 | $5,529,000 | -13.9% | 146,359 | -20.1% | 0.65% | -14.7% |
| Q4 2015 | $6,422,000 | +16.1% | 183,172 | +17.9% | 0.76% | +6.1% |
| Q3 2015 | $5,533,000 | +190.1% | 155,368 | +253.5% | 0.72% | +135.7% |
| Q2 2015 | $1,907,000 | +7.0% | 43,951 | +9.1% | 0.30% | -17.6% |
| Q1 2015 | $1,782,000 | +28.6% | 40,298 | +25.5% | 0.37% | -54.4% |
| Q4 2014 | $1,386,000 | – | 32,109 | – | 0.81% | – |
Download | ||||||
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% |