WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 172 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 1.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25 | 0.0% | 535 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $25 | -99.9% | 535 | -26.6% | 0.00% | -66.7% |
| Q4 2019 | $35,000 | +12.9% | 729 | +2.5% | 0.00% | 0.0% |
| Q3 2019 | $31,000 | -6.1% | 711 | +1.4% | 0.00% | -25.0% |
| Q2 2019 | $33,000 | +3.1% | 701 | +0.1% | 0.00% | 0.0% |
| Q1 2019 | $32,000 | -74.8% | 700 | -77.0% | 0.00% | -76.5% |
| Q4 2018 | $127,000 | – | 3,041 | – | 0.02% | – |
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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% |