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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 37 | +2.8% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 36 | +2.9% | 0.00% | – |
| Q1 2019 | $2,000 | -95.9% | 35 | -96.9% | 0.00% | -100.0% |
| Q4 2018 | $49,000 | -7.5% | 1,135 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $53,000 | +2550.0% | 1,135 | +3142.9% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 35 | +2.9% | 0.00% | – |
| Q1 2018 | $2,000 | -33.3% | 34 | -39.3% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | – | 56 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |