WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 180 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 2.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $14,000 | -17.6% | 356 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $17,000 | +6.2% | 356 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $16,000 | -5.9% | 356 | 0.0% | 0.01% | -21.4% |
| Q2 2019 | $17,000 | 0.0% | 356 | 0.0% | 0.01% | +7.7% |
| Q1 2019 | $17,000 | +13.3% | 356 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $15,000 | -6.2% | 356 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $16,000 | – | 356 | – | 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% |