WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 153 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $14,000 | +16.7% | 278 | -24.3% | 0.00% | -50.0% |
| Q1 2020 | $12,000 | 0.0% | 367 | +50.4% | 0.00% | 0.0% |
| Q4 2019 | $12,000 | -25.0% | 244 | -31.8% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | -5.9% | 358 | +0.3% | 0.00% | -33.3% |
| Q2 2019 | $17,000 | +6.2% | 357 | +3.5% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | +60.0% | 345 | +50.7% | 0.00% | +50.0% |
| Q4 2018 | $10,000 | -97.5% | 229 | -97.4% | 0.00% | -97.3% |
| Q3 2018 | $400,000 | -3.1% | 8,767 | +1.3% | 0.07% | -9.9% |
| Q2 2018 | $413,000 | -3.3% | 8,658 | +9.7% | 0.08% | -15.6% |
| Q1 2018 | $427,000 | +9.2% | 7,895 | +5.2% | 0.10% | -5.0% |
| Q4 2017 | $391,000 | +29.9% | 7,504 | +22.4% | 0.10% | +13.5% |
| Q3 2017 | $301,000 | +401.7% | 6,133 | +293.1% | 0.09% | +111.9% |
| Q2 2016 | $60,000 | – | 1,560 | – | 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% |