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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,049,189 | +1.9% | 260,467 | +2.5% | 3.61% | +1.7% |
Q2 2023 | $11,819,931 | +5.5% | 254,028 | +3.8% | 3.55% | +0.0% |
Q1 2023 | $11,205,187 | +8.0% | 244,708 | +3.7% | 3.55% | +2.0% |
Q4 2022 | $10,379,133 | -11.8% | 235,943 | -20.2% | 3.48% | -20.7% |
Q3 2022 | $11,767,000 | -7.9% | 295,494 | +3.3% | 4.39% | -3.0% |
Q2 2022 | $12,774,000 | -22.0% | 286,162 | -6.9% | 4.52% | -11.3% |
Q1 2022 | $16,374,000 | +0.4% | 307,209 | -0.3% | 5.10% | +2.1% |
Q4 2021 | $16,303,000 | +0.8% | 308,063 | +1.8% | 4.99% | -10.2% |
Q3 2021 | $16,177,000 | -0.0% | 302,479 | +1.9% | 5.56% | -1.5% |
Q2 2021 | $16,179,000 | +11.0% | 296,978 | +4.5% | 5.64% | +1.2% |
Q1 2021 | $14,577,000 | +13.8% | 284,208 | +5.9% | 5.58% | +1.4% |
Q4 2020 | $12,807,000 | +28.8% | 268,388 | +5.3% | 5.50% | +7.2% |
Q3 2020 | $9,944,000 | 0.0% | 254,911 | 0.0% | 5.13% | 0.0% |
Q2 2020 | $9,944,000 | +25.5% | 254,911 | +6.3% | 5.13% | -22.5% |
Q1 2020 | $7,923,000 | -29.7% | 239,875 | +1.7% | 6.62% | -5.0% |
Q4 2019 | $11,278,000 | +14.3% | 235,859 | +5.9% | 6.97% | +3.7% |
Q3 2019 | $9,870,000 | +7.0% | 222,817 | +13.6% | 6.72% | -9.8% |
Q2 2019 | $9,226,000 | +4.3% | 196,099 | +4.4% | 7.45% | -0.8% |
Q1 2019 | $8,849,000 | +20.7% | 187,852 | +7.3% | 7.52% | +8.3% |
Q4 2018 | $7,333,000 | – | 175,069 | – | 6.94% | – |
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% |