WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 123 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $216,000 | -18.5% | 5,535 | 0.0% | 0.07% | -14.5% |
| Q4 2019 | $265,000 | -24.7% | 5,535 | -30.2% | 0.08% | -29.1% |
| Q3 2019 | $352,000 | -5.6% | 7,935 | 0.0% | 0.12% | -6.4% |
| Q2 2019 | $373,000 | -0.3% | 7,935 | 0.0% | 0.12% | +2.5% |
| Q1 2019 | $374,000 | +12.7% | 7,935 | 0.0% | 0.12% | +0.8% |
| Q4 2018 | $332,000 | -8.3% | 7,935 | 0.0% | 0.12% | +11.0% |
| Q3 2018 | $362,000 | -52.1% | 7,935 | -50.0% | 0.11% | -15.5% |
| Q2 2018 | $756,000 | -29.6% | 15,870 | -20.1% | 0.13% | -68.7% |
| Q1 2018 | $1,074,000 | +152.7% | 19,870 | +143.8% | 0.41% | +149.7% |
| Q4 2017 | $425,000 | +6.2% | 8,150 | 0.0% | 0.16% | +0.6% |
| Q3 2017 | $400,000 | +42.3% | 8,150 | +32.5% | 0.16% | +34.4% |
| Q2 2017 | $281,000 | +1.8% | 6,150 | 0.0% | 0.12% | +0.8% |
| Q1 2017 | $276,000 | -70.0% | 6,150 | -73.8% | 0.12% | -51.8% |
| Q4 2016 | $919,000 | +129.2% | 23,491 | +144.6% | 0.25% | +130.3% |
| Q3 2016 | $401,000 | +63.0% | 9,603 | +51.2% | 0.11% | +29.8% |
| Q2 2016 | $246,000 | -30.3% | 6,353 | -32.1% | 0.08% | -4.5% |
| Q1 2016 | $353,000 | +44.7% | 9,353 | +34.5% | 0.09% | +35.4% |
| Q4 2015 | $244,000 | -40.0% | 6,953 | -39.1% | 0.06% | -43.0% |
| Q3 2015 | $407,000 | +4.4% | 11,418 | +27.1% | 0.11% | +2.7% |
| Q2 2015 | $390,000 | -2.3% | 8,983 | -0.5% | 0.11% | +2.8% |
| Q1 2015 | $399,000 | -50.9% | 9,030 | -52.0% | 0.11% | -51.6% |
| Q4 2014 | $812,000 | -3.6% | 18,825 | +3.3% | 0.22% | -8.6% |
| Q3 2014 | $842,000 | -6.8% | 18,225 | -3.2% | 0.24% | -6.9% |
| Q2 2014 | $903,000 | – | 18,825 | – | 0.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 211,599 | $8,864,000 | 7.65% |
| Great Point Wealth Advisors, LLC | 175,069 | $7,333,000 | 6.94% |
| America First Investment Advisors, LLC | 271,851 | $11,388,000 | 3.81% |
| Neumann Capital Management, LLC | 120,396 | $5,043,000 | 3.80% |
| Financial Planning & Information Services, Inc. | 182,924 | $7,663,000 | 3.79% |
| White Pine Investment CO | 130,344 | $5,460,000 | 2.92% |
| Stratford Consulting, LLC | 150,142 | $6,289,000 | 2.53% |
| Biltmore Family Office, LLC | 95,489 | $4,000,000 | 2.26% |
| Efficient Advisors, LLC | 259,653 | $10,877,000 | 2.02% |
| Community Financial Services Group, LLC | 127,315 | $5,333,000 | 2.02% |