WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 175 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,000 | -91.7% | 35 | -89.4% | 0.00% | -100.0% |
| Q2 2020 | $12,000 | +20.0% | 330 | +13.4% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -28.6% | 291 | +0.3% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | -44.0% | 290 | -49.0% | 0.00% | -60.0% |
| Q3 2019 | $25,000 | -3.8% | 569 | +0.9% | 0.01% | 0.0% |
| Q2 2019 | $26,000 | 0.0% | 564 | +0.7% | 0.01% | 0.0% |
| Q1 2019 | $26,000 | +13.0% | 560 | +0.2% | 0.01% | -16.7% |
| Q4 2018 | $23,000 | -42.5% | 559 | -36.8% | 0.01% | -14.3% |
| Q3 2018 | $40,000 | -2.4% | 884 | +2.9% | 0.01% | -12.5% |
| Q2 2018 | $41,000 | – | 859 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 274,291 | $14,669,000 | 7.39% |
| Great Point Wealth Advisors, LLC | 302,479 | $16,177,000 | 5.56% |
| WADDELL & ASSOCIATES, LLC | 513,705 | $27,473,000 | 4.68% |
| Financial Planning & Information Services, Inc. | 314,116 | $16,799,000 | 4.57% |
| America First Investment Advisors, LLC | 267,612 | $14,312,000 | 4.35% |
| Neumann Capital Management, LLC | 158,546 | $8,479,000 | 3.81% |
| Asset Management Advisors, LLC | 72,861 | $3,897,000 | 2.94% |
| Baker Ellis Asset Management LLC | 190,518 | $9,993,000 | 1.92% |
| Tacita Capital Inc | 56,885 | $3,042,000 | 1.86% |
| PALLADIUM PARTNERS LLC | 728,180 | $38,943,000 | 1.77% |