WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 179 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $280,000 | -12.2% | 5,788 | -19.9% | 0.24% | -14.8% |
| Q3 2019 | $319,000 | -3.6% | 7,223 | +2.8% | 0.28% | -2.7% |
| Q2 2019 | $331,000 | +20.4% | 7,029 | +20.7% | 0.29% | +84.2% |
| Q1 2019 | $275,000 | +65.7% | 5,824 | +46.1% | 0.16% | +42.3% |
| Q4 2018 | $166,000 | +39.5% | 3,986 | +52.1% | 0.11% | +91.4% |
| Q3 2018 | $119,000 | +56.6% | 2,620 | +69.6% | 0.06% | +52.6% |
| Q2 2018 | $76,000 | – | 1,545 | – | 0.04% | – |
Download | ||||||
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% |