WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 166 filers reported holding WISDOMTREE TR in Q4 2020. 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 | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |