WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 178 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.58 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $373 | -1.8% | 8,066 | -1.2% | 0.28% | +0.7% |
Q2 2023 | $380 | +1.6% | 8,167 | 0.0% | 0.28% | -3.1% |
Q1 2023 | $374 | +1.4% | 8,167 | -2.7% | 0.29% | -5.8% |
Q4 2022 | $369 | -99.9% | 8,396 | -4.0% | 0.31% | +2.3% |
Q3 2022 | $348,000 | -10.8% | 8,745 | 0.0% | 0.30% | -5.0% |
Q2 2022 | $390,000 | -16.8% | 8,745 | -0.6% | 0.32% | -5.9% |
Q1 2022 | $469,000 | +0.4% | 8,800 | 0.0% | 0.34% | +7.7% |
Q4 2021 | $467,000 | -2.7% | 8,800 | -2.0% | 0.31% | -7.7% |
Q3 2021 | $480,000 | -9.8% | 8,976 | -8.2% | 0.34% | -5.3% |
Q2 2021 | $532,000 | +6.2% | 9,780 | -0.0% | 0.36% | 0.0% |
Q1 2021 | $501,000 | +1.6% | 9,782 | -5.5% | 0.36% | 0.0% |
Q4 2020 | $493,000 | +14.1% | 10,353 | -0.9% | 0.36% | +0.3% |
Q3 2020 | $432,000 | +2.1% | 10,449 | -4.0% | 0.36% | -3.0% |
Q2 2020 | $423,000 | -18.5% | 10,889 | -30.8% | 0.37% | -23.5% |
Q1 2020 | $519,000 | -65.7% | 15,728 | -50.4% | 0.48% | -55.5% |
Q4 2019 | $1,515,000 | +7.8% | 31,688 | -0.2% | 1.08% | +2.7% |
Q3 2019 | $1,406,000 | -5.1% | 31,746 | +0.9% | 1.05% | -4.4% |
Q2 2019 | $1,481,000 | -1.9% | 31,475 | -1.9% | 1.10% | -2.9% |
Q1 2019 | $1,510,000 | +11.7% | 32,070 | -0.7% | 1.13% | +0.4% |
Q4 2018 | $1,352,000 | -11.4% | 32,295 | -3.4% | 1.13% | +2.8% |
Q3 2018 | $1,526,000 | -12.9% | 33,434 | -9.0% | 1.10% | -7.5% |
Q2 2018 | $1,752,000 | -13.9% | 36,743 | -2.4% | 1.19% | -13.0% |
Q1 2018 | $2,035,000 | +2.8% | 37,653 | -0.9% | 1.36% | -1.4% |
Q4 2017 | $1,980,000 | +2.5% | 37,978 | -3.6% | 1.38% | -4.1% |
Q3 2017 | $1,932,000 | +4.1% | 39,405 | -2.9% | 1.44% | -1.2% |
Q2 2017 | $1,856,000 | -0.5% | 40,585 | -2.4% | 1.46% | -6.6% |
Q1 2017 | $1,865,000 | +12.1% | 41,569 | -2.3% | 1.57% | +4.0% |
Q4 2016 | $1,663,000 | -6.9% | 42,534 | -0.6% | 1.51% | -8.6% |
Q3 2016 | $1,787,000 | +1.4% | 42,793 | -6.0% | 1.65% | -3.1% |
Q2 2016 | $1,762,000 | +1.2% | 45,504 | -1.3% | 1.70% | -2.7% |
Q1 2016 | $1,741,000 | -11.3% | 46,108 | -17.6% | 1.75% | -18.0% |
Q4 2015 | $1,962,000 | – | 55,960 | – | 2.13% | – |
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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% |