WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 162 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 1.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $464,000 | -6.3% | 9,850 | -4.8% | 0.34% | +6.6% |
| Q4 2019 | $495,000 | +13.8% | 10,350 | +5.1% | 0.32% | +0.6% |
| Q3 2019 | $435,000 | -53.1% | 9,850 | -50.0% | 0.31% | -7.1% |
| Q2 2019 | $928,000 | +100.0% | 19,700 | +100.0% | 0.34% | -5.8% |
| Q1 2019 | $464,000 | -44.1% | 9,850 | -50.0% | 0.36% | +0.8% |
| Q4 2018 | $830,000 | +1.5% | 19,700 | +10.1% | 0.36% | +19.5% |
| Q3 2018 | $818,000 | +8.8% | 17,900 | +13.3% | 0.30% | -1.0% |
| Q2 2018 | $752,000 | -10.7% | 15,800 | 0.0% | 0.30% | -12.5% |
| Q1 2018 | $842,000 | +104.9% | 15,800 | +100.0% | 0.34% | +2.7% |
| Q4 2017 | $411,000 | +6.2% | 7,900 | 0.0% | 0.34% | +0.6% |
| Q3 2017 | $387,000 | +12.5% | 7,900 | +5.3% | 0.33% | -0.9% |
| Q2 2017 | $344,000 | +31.8% | 7,500 | +29.3% | 0.34% | +31.8% |
| Q1 2017 | $261,000 | – | 5,800 | – | 0.26% | – |
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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% |