WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 172 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 1.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $234,651 | -0.5% | 5,043 | -2.1% | 0.06% | -6.7% |
| Q1 2023 | $235,819 | +4.1% | 5,150 | 0.0% | 0.06% | -10.4% |
| Q4 2022 | $226,549 | +5.9% | 5,150 | -4.2% | 0.07% | 0.0% |
| Q3 2022 | $214,000 | -10.8% | 5,376 | 0.0% | 0.07% | +3.1% |
| Q2 2022 | $240,000 | -16.4% | 5,376 | 0.0% | 0.06% | 0.0% |
| Q1 2022 | $287,000 | -2.4% | 5,376 | -3.4% | 0.06% | +4.8% |
| Q4 2021 | $294,000 | -1.3% | 5,564 | 0.0% | 0.06% | -10.1% |
| Q3 2021 | $298,000 | -1.7% | 5,564 | 0.0% | 0.07% | +15.0% |
| Q2 2021 | $303,000 | +6.3% | 5,564 | 0.0% | 0.06% | -3.2% |
| Q1 2021 | $285,000 | -21.1% | 5,564 | -26.4% | 0.06% | -28.7% |
| Q4 2020 | $361,000 | -34.1% | 7,564 | -42.9% | 0.09% | -45.6% |
| Q3 2020 | $548,000 | -30.5% | 13,244 | -34.5% | 0.16% | -37.5% |
| Q2 2020 | $788,000 | +45.7% | 20,209 | +23.4% | 0.26% | -10.5% |
| Q1 2020 | $541,000 | +374.6% | 16,371 | +549.6% | 0.29% | +201.1% |
| Q4 2019 | $114,000 | -71.3% | 2,520 | -71.9% | 0.10% | -61.1% |
| Q3 2019 | $397,000 | -16.4% | 8,971 | -11.1% | 0.24% | -0.4% |
| Q2 2019 | $475,000 | -1.0% | 10,095 | -1.0% | 0.24% | +2.9% |
| Q1 2019 | $480,000 | +12.4% | 10,195 | 0.0% | 0.24% | 0.0% |
| Q4 2018 | $427,000 | -25.5% | 10,195 | -18.7% | 0.24% | -17.1% |
| Q3 2018 | $573,000 | -7.1% | 12,544 | -3.0% | 0.29% | -16.3% |
| Q2 2018 | $617,000 | -9.0% | 12,938 | +3.1% | 0.34% | -12.7% |
| Q1 2018 | $678,000 | +3.5% | 12,552 | 0.0% | 0.39% | +7.1% |
| Q4 2017 | $655,000 | +13.3% | 12,552 | +6.6% | 0.37% | +4.0% |
| Q3 2017 | $578,000 | +1.4% | 11,779 | -5.4% | 0.35% | -3.6% |
| Q2 2017 | $570,000 | – | 12,450 | – | 0.37% | – |
Download | ||||||
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% |