WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 123 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $347,000 | -8.0% | 7,249 | -14.7% | 0.06% | -13.4% |
| Q3 2019 | $377,000 | -7.4% | 8,499 | -1.7% | 0.07% | -9.5% |
| Q2 2019 | $407,000 | -15.0% | 8,642 | -14.9% | 0.07% | -17.8% |
| Q1 2019 | $479,000 | 0.0% | 10,160 | -11.1% | 0.09% | -14.3% |
| Q4 2018 | $479,000 | -40.3% | 11,435 | -35.0% | 0.10% | -33.1% |
| Q3 2018 | $803,000 | -7.3% | 17,593 | -3.1% | 0.16% | -11.8% |
| Q2 2018 | $866,000 | -11.5% | 18,164 | +0.3% | 0.18% | -11.9% |
| Q1 2018 | $979,000 | +16.7% | 18,112 | +12.6% | 0.20% | +9.8% |
| Q4 2017 | $839,000 | +8.1% | 16,090 | +2.5% | 0.18% | +1.7% |
| Q3 2017 | $776,000 | +32.2% | 15,690 | +21.9% | 0.18% | +20.7% |
| Q2 2017 | $587,000 | +34.3% | 12,872 | +32.0% | 0.15% | +25.0% |
| Q1 2017 | $437,000 | +4.3% | 9,751 | -8.4% | 0.12% | -17.2% |
| Q4 2016 | $419,000 | -9.9% | 10,641 | -5.1% | 0.14% | -11.0% |
| Q3 2016 | $465,000 | -0.6% | 11,215 | -7.8% | 0.16% | -5.8% |
| Q2 2016 | $468,000 | – | 12,162 | – | 0.17% | – |
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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% |