WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 138 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $362,000 | +4.3% | 6,849 | +5.5% | 0.02% | -11.1% |
| Q3 2021 | $347,000 | +20.5% | 6,491 | +22.9% | 0.03% | +17.4% |
| Q2 2021 | $288,000 | +9.5% | 5,283 | +3.2% | 0.02% | 0.0% |
| Q1 2021 | $263,000 | +7.8% | 5,118 | +0.1% | 0.02% | 0.0% |
| Q4 2020 | $244,000 | +14.6% | 5,112 | -0.7% | 0.02% | 0.0% |
| Q3 2020 | $213,000 | +30.7% | 5,149 | +4.3% | 0.02% | +9.5% |
| Q1 2020 | $163,000 | -30.9% | 4,935 | +0.2% | 0.02% | -12.5% |
| Q4 2019 | $236,000 | +8.8% | 4,927 | +0.4% | 0.02% | 0.0% |
| Q3 2019 | $217,000 | -80.4% | 4,909 | -79.2% | 0.02% | -79.8% |
| Q2 2019 | $1,108,000 | +685.8% | 23,549 | +598.8% | 0.12% | +310.3% |
| Q4 2018 | $141,000 | +176.5% | 3,370 | +200.1% | 0.03% | +20.8% |
| Q3 2018 | $51,000 | -79.1% | 1,123 | -75.2% | 0.02% | -52.9% |
| Q1 2018 | $244,000 | +180.5% | 4,523 | +161.7% | 0.05% | +112.5% |
| Q3 2017 | $87,000 | -99.6% | 1,728 | +301.9% | 0.02% | +380.0% |
| Q2 2017 | $20,000,000 | -76.5% | 430 | -80.3% | 0.01% | -66.7% |
| Q4 2016 | $85,000,000 | +94344.4% | 2,185 | +1.4% | 0.02% | -6.2% |
| Q3 2016 | $90,000 | +100.0% | 2,154 | +104.9% | 0.02% | 0.0% |
| Q2 2015 | $45,000 | +309.1% | 1,051 | +295.1% | 0.02% | +300.0% |
| Q1 2015 | $11,000 | 0.0% | 266 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $11,000 | -93.0% | 266 | -92.2% | 0.00% | -87.1% |
| Q3 2014 | $157,000 | +1644.4% | 3,397 | +1736.2% | 0.03% | +520.0% |
| Q2 2014 | $9,000 | – | 185 | – | 0.01% | – |
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% |