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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,319,000 | -5.7% | 69,360 | -12.7% | 0.02% | -11.5% |
| Q3 2019 | $3,518,000 | +74.5% | 79,406 | +85.4% | 0.03% | +73.3% |
| Q2 2019 | $2,016,000 | +16.1% | 42,836 | +16.3% | 0.02% | +7.1% |
| Q1 2019 | $1,737,000 | +8.3% | 36,843 | -3.7% | 0.01% | -12.5% |
| Q4 2018 | $1,604,000 | +3.6% | 38,265 | +13.0% | 0.02% | 0.0% |
| Q3 2018 | $1,548,000 | +1.0% | 33,874 | +5.4% | 0.02% | -23.8% |
| Q2 2018 | $1,533,000 | -1.3% | 32,135 | +11.8% | 0.02% | 0.0% |
| Q1 2018 | $1,553,000 | +27.0% | 28,732 | +22.5% | 0.02% | +31.2% |
| Q4 2017 | $1,223,000 | +16.4% | 23,458 | +9.5% | 0.02% | -5.9% |
| Q3 2017 | $1,051,000 | +19.2% | 21,427 | +11.2% | 0.02% | +13.3% |
| Q2 2017 | $882,000 | +4.5% | 19,267 | +2.5% | 0.02% | -11.8% |
| Q1 2017 | $844,000 | +11.2% | 18,806 | -3.3% | 0.02% | 0.0% |
| Q4 2016 | $759,000 | +48.0% | 19,438 | +58.3% | 0.02% | +41.7% |
| Q3 2016 | $513,000 | +25.1% | 12,283 | +15.4% | 0.01% | +9.1% |
| Q2 2016 | $410,000 | – | 10,643 | – | 0.01% | – |
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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% |