WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 169 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $39,000 | -9.3% | 719 | -13.8% | 0.01% | -16.7% |
| Q1 2021 | $43,000 | -24.6% | 834 | -30.7% | 0.01% | -33.3% |
| Q4 2020 | $57,000 | -1.7% | 1,204 | -13.6% | 0.02% | +63.6% |
| Q3 2020 | $58,000 | -4.9% | 1,394 | -10.9% | 0.01% | -52.2% |
| Q2 2020 | $61,000 | +1.7% | 1,565 | -14.4% | 0.02% | -20.7% |
| Q1 2020 | $60,000 | -38.1% | 1,829 | -9.7% | 0.03% | -25.6% |
| Q4 2019 | $97,000 | -58.5% | 2,026 | -61.6% | 0.04% | -51.2% |
| Q3 2019 | $234,000 | -11.4% | 5,277 | -6.0% | 0.08% | -24.5% |
| Q2 2019 | $264,000 | -2.2% | 5,614 | -2.1% | 0.11% | -6.2% |
| Q1 2019 | $270,000 | -5.3% | 5,732 | -15.6% | 0.11% | -19.3% |
| Q4 2018 | $285,000 | – | 6,793 | – | 0.14% | – |
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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% |