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 | $1,209,943 | +10.5% | 26,155 | +11.2% | 0.03% | +4.0% |
| Q2 2023 | $1,094,817 | +12.3% | 23,529 | +10.5% | 0.02% | -3.8% |
| Q1 2023 | $975,079 | +26.7% | 21,294 | +21.7% | 0.03% | +36.8% |
| Q4 2022 | $769,466 | +151.5% | 17,491 | +127.8% | 0.02% | +111.1% |
| Q3 2022 | $306,000 | -5.3% | 7,679 | +6.0% | 0.01% | +12.5% |
| Q2 2022 | $323,000 | -4.7% | 7,243 | +13.9% | 0.01% | 0.0% |
| Q1 2022 | $339,000 | +4.3% | 6,360 | +3.7% | 0.01% | +14.3% |
| Q4 2021 | $325,000 | +2066.7% | 6,133 | +1758.5% | 0.01% | +600.0% |
| Q3 2018 | $15,000 | -16.7% | 330 | +1.2% | 0.00% | 0.0% |
| Q1 2018 | $18,000 | +5.9% | 326 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $17,000 | – | 326 | – | 0.00% | – |
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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% |