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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,832,000 | +10.6% | 34,617 | +10.8% | 0.84% | +10.2% |
| Q3 2021 | $1,657,000 | +34.6% | 31,249 | +30.2% | 0.76% | +13.0% |
| Q1 2021 | $1,231,000 | +93.6% | 23,997 | +56.0% | 0.68% | +64.3% |
| Q4 2020 | $636,000 | -7.7% | 15,378 | -6.3% | 0.41% | -6.4% |
| Q3 2020 | $689,000 | +6.3% | 16,412 | +7.2% | 0.44% | +0.2% |
| Q2 2020 | $648,000 | +19.1% | 15,307 | +34.6% | 0.44% | +31.4% |
| Q1 2020 | $544,000 | 0.0% | 11,370 | 0.0% | 0.33% | 0.0% |
| Q4 2019 | $544,000 | +22.8% | 11,370 | +13.6% | 0.33% | +11.0% |
| Q3 2019 | $443,000 | -6.1% | 10,008 | -0.2% | 0.30% | -11.2% |
| Q2 2019 | $472,000 | +42.6% | 10,029 | +42.6% | 0.34% | +44.9% |
| Q1 2019 | $331,000 | – | 7,031 | – | 0.23% | – |
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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% |