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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $227,000 | -13.4% | 5,829 | -26.6% | 0.06% | -21.5% |
| Q1 2020 | $262,000 | -45.1% | 7,937 | -20.4% | 0.08% | -28.2% |
| Q4 2019 | $477,000 | -43.9% | 9,965 | -48.0% | 0.11% | +6.8% |
| Q3 2019 | $850,000 | +88.1% | 19,180 | +99.8% | 0.10% | -2.8% |
| Q2 2019 | $452,000 | +8.7% | 9,601 | +8.8% | 0.11% | +3.9% |
| Q1 2019 | $416,000 | +14.0% | 8,821 | +1.2% | 0.10% | 0.0% |
| Q4 2018 | $365,000 | -15.5% | 8,713 | -8.0% | 0.10% | -16.4% |
| Q3 2018 | $432,000 | -4.2% | 9,469 | -0.0% | 0.12% | -9.6% |
| Q2 2018 | $451,000 | +275.8% | 9,472 | +327.4% | 0.14% | +264.9% |
| Q1 2018 | $120,000 | – | 2,216 | – | 0.04% | – |
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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% |