WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 152 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $5,000 | -54.5% | 150 | -33.3% | 0.00% | -60.0% |
| Q2 2018 | $11,000 | -8.3% | 225 | 0.0% | 0.01% | -28.6% |
| Q1 2018 | $12,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $12,000 | +9.1% | 225 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $11,000 | +10.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $10,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $10,000 | +11.1% | 225 | 0.0% | 0.01% | +16.7% |
| Q4 2016 | $9,000 | +50.0% | 225 | +50.0% | 0.01% | +20.0% |
| Q3 2016 | $6,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $6,000 | +20.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $5,000 | 0.0% | 150 | 0.0% | 0.01% | +25.0% |
| Q3 2015 | $5,000 | -28.6% | 150 | 0.0% | 0.00% | -33.3% |
| Q2 2015 | $7,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $7,000 | +16.7% | 150 | 0.0% | 0.01% | +50.0% |
| Q4 2014 | $6,000 | – | 150 | – | 0.00% | – |
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% |