WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 166 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $301,000 | +7.5% | 5,900 | +8.3% | 0.16% | -0.6% |
| Q1 2021 | $280,000 | +10.7% | 5,450 | +2.9% | 0.16% | +8.3% |
| Q4 2020 | $253,000 | -2.3% | 5,295 | -3.7% | 0.14% | +3.6% |
| Q2 2019 | $259,000 | 0.0% | 5,500 | 0.0% | 0.14% | -50.5% |
| Q1 2019 | $259,000 | -8.2% | 5,500 | -19.0% | 0.28% | +33.8% |
| Q4 2018 | $282,000 | +16.0% | 6,790 | +26.2% | 0.21% | +47.9% |
| Q3 2018 | $243,000 | -5.4% | 5,380 | 0.0% | 0.14% | -2.7% |
| Q2 2018 | $257,000 | -11.7% | 5,380 | 0.0% | 0.15% | -5.2% |
| Q1 2018 | $291,000 | -5.5% | 5,380 | -15.7% | 0.15% | -18.1% |
| Q3 2017 | $308,000 | -1.0% | 6,380 | -6.0% | 0.19% | -5.1% |
| Q2 2017 | $311,000 | +5.1% | 6,790 | +2.9% | 0.20% | +23.8% |
| Q1 2017 | $296,000 | +14.7% | 6,600 | 0.0% | 0.16% | +1.3% |
| Q4 2016 | $258,000 | -19.1% | 6,600 | -13.7% | 0.16% | -7.6% |
| Q3 2016 | $319,000 | +19.5% | 7,650 | 0.0% | 0.17% | +8.2% |
| Q2 2016 | $267,000 | -26.4% | 7,650 | -20.4% | 0.16% | -18.1% |
| Q1 2016 | $363,000 | -7.2% | 9,605 | -13.9% | 0.19% | -16.1% |
| Q4 2015 | $391,000 | +0.8% | 11,155 | 0.0% | 0.23% | -13.9% |
| Q3 2015 | $388,000 | -13.4% | 11,155 | -3.1% | 0.27% | -11.0% |
| Q2 2015 | $448,000 | -90.3% | 11,515 | -89.0% | 0.30% | -90.5% |
| Q1 2015 | $4,640,000 | -0.6% | 104,916 | -3.0% | 3.16% | -7.5% |
| Q4 2014 | $4,669,000 | – | 108,169 | – | 3.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |