WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 175 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,634,848 | +13.1% | 208,276 | +13.7% | 0.00% | 0.0% |
Q2 2023 | $8,522,528 | +9.6% | 183,162 | +7.9% | 0.00% | 0.0% |
Q1 2023 | $7,775,005 | -5.6% | 169,797 | -9.3% | 0.00% | 0.0% |
Q4 2022 | $8,232,157 | +6.3% | 187,137 | -3.7% | 0.00% | 0.0% |
Q3 2022 | $7,742,000 | +12.5% | 194,414 | +26.1% | 0.00% | 0.0% |
Q2 2022 | $6,882,000 | +80.5% | 154,171 | +115.5% | 0.00% | +200.0% |
Q1 2022 | $3,813,000 | -37.2% | 71,542 | -37.6% | 0.00% | -50.0% |
Q4 2021 | $6,072,000 | -8.0% | 114,738 | -7.0% | 0.00% | 0.0% |
Q3 2021 | $6,599,000 | -5.2% | 123,391 | -3.4% | 0.00% | 0.0% |
Q2 2021 | $6,962,000 | +2.8% | 127,786 | -3.2% | 0.00% | 0.0% |
Q1 2021 | $6,772,000 | +60.8% | 132,038 | +49.6% | 0.00% | +100.0% |
Q4 2020 | $4,211,000 | +38.8% | 88,236 | +20.3% | 0.00% | 0.0% |
Q3 2020 | $3,033,000 | -33.6% | 73,339 | -37.4% | 0.00% | -50.0% |
Q2 2020 | $4,567,000 | -68.2% | 117,066 | -73.0% | 0.00% | -71.4% |
Q1 2020 | $14,345,000 | -40.1% | 434,304 | -13.3% | 0.01% | -12.5% |
Q4 2019 | $23,952,000 | +6.5% | 500,885 | -1.3% | 0.01% | -11.1% |
Q3 2019 | $22,485,000 | -16.0% | 507,564 | -10.8% | 0.01% | -10.0% |
Q2 2019 | $26,758,000 | +5.1% | 568,707 | +5.3% | 0.01% | -9.1% |
Q1 2019 | $25,455,000 | +16.8% | 540,330 | +3.8% | 0.01% | +10.0% |
Q4 2018 | $21,798,000 | -18.6% | 520,370 | -11.3% | 0.01% | -9.1% |
Q3 2018 | $26,769,000 | -9.3% | 586,404 | -5.3% | 0.01% | -15.4% |
Q2 2018 | $29,518,000 | -23.0% | 618,965 | -12.7% | 0.01% | -23.5% |
Q1 2018 | $38,325,000 | +12.6% | 709,188 | +8.7% | 0.02% | +21.4% |
Q4 2017 | $34,022,000 | +11.0% | 652,389 | +4.3% | 0.01% | 0.0% |
Q3 2017 | $30,663,000 | +15.6% | 625,387 | +7.9% | 0.01% | 0.0% |
Q2 2017 | $26,525,000 | +9.7% | 579,776 | +7.6% | 0.01% | +7.7% |
Q1 2017 | $24,185,000 | +19.7% | 538,876 | +4.3% | 0.01% | +18.2% |
Q4 2016 | $20,204,000 | +3.2% | 516,582 | +10.2% | 0.01% | -8.3% |
Q3 2016 | $19,573,000 | +30.0% | 468,822 | +20.6% | 0.01% | +33.3% |
Q2 2016 | $15,057,000 | +19.1% | 388,657 | +16.2% | 0.01% | +12.5% |
Q1 2016 | $12,638,000 | +4.2% | 334,523 | -3.3% | 0.01% | 0.0% |
Q4 2015 | $12,127,000 | -25.2% | 345,901 | -24.1% | 0.01% | -27.3% |
Q3 2015 | $16,222,000 | -26.6% | 455,544 | -10.5% | 0.01% | -26.7% |
Q2 2015 | $22,094,000 | +9.1% | 509,192 | +11.2% | 0.02% | +7.1% |
Q1 2015 | $20,251,000 | +18.6% | 457,876 | +15.7% | 0.01% | +16.7% |
Q4 2014 | $17,076,000 | – | 395,629 | – | 0.01% | – |
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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% |