WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 175 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,504,238 | +1.6% | 32,517 | +2.2% | 0.00% | – |
| Q2 2023 | $1,480,170 | +4.1% | 31,811 | +2.5% | 0.00% | – |
| Q1 2023 | $1,421,310 | +55419.9% | 31,032 | -46.7% | 0.00% | – |
| Q4 2022 | $2,560 | -99.2% | 58,204 | +652.5% | 0.00% | – |
| Q3 2022 | $308,000 | -7.5% | 7,735 | +3.6% | 0.00% | – |
| Q2 2022 | $333,000 | -20.1% | 7,468 | -4.5% | 0.00% | – |
| Q1 2022 | $417,000 | +22.6% | 7,823 | +21.7% | 0.00% | – |
| Q4 2021 | $340,000 | +16.8% | 6,427 | +17.9% | 0.00% | – |
| Q3 2021 | $291,000 | +8.6% | 5,450 | +10.7% | 0.00% | – |
| Q2 2021 | $268,000 | +39.6% | 4,923 | +31.3% | 0.00% | – |
| Q1 2021 | $192,000 | -36.2% | 3,750 | -40.6% | 0.00% | – |
| Q4 2020 | $301,000 | +96.7% | 6,316 | +68.4% | 0.00% | – |
| Q3 2020 | $153,000 | -7.8% | 3,750 | -11.8% | 0.00% | – |
| Q2 2020 | $166,000 | +18.6% | 4,250 | 0.0% | 0.00% | – |
| Q1 2020 | $140,000 | -31.0% | 4,250 | 0.0% | 0.00% | – |
| Q4 2019 | $203,000 | -18.8% | 4,250 | -24.8% | 0.00% | – |
| Q3 2019 | $250,000 | -2.3% | 5,650 | +3.7% | 0.00% | – |
| Q2 2019 | $256,000 | +1.6% | 5,450 | +1.9% | 0.00% | – |
| Q1 2019 | $252,000 | +12.5% | 5,350 | 0.0% | 0.00% | – |
| Q4 2018 | $224,000 | +12.6% | 5,350 | +23.0% | 0.00% | – |
| Q3 2018 | $199,000 | -74.9% | 4,350 | -73.8% | 0.00% | – |
| Q2 2018 | $793,000 | -25.5% | 16,633 | -15.6% | 0.00% | – |
| Q1 2018 | $1,065,000 | +23.3% | 19,710 | +19.0% | 0.00% | – |
| Q4 2017 | $864,000 | +40.7% | 16,566 | +30.6% | 0.00% | – |
| Q3 2017 | $614,000 | +314.9% | 12,687 | +292.2% | 0.00% | – |
| Q2 2017 | $148,000 | -47.5% | 3,235 | -47.1% | 0.00% | – |
| Q4 2013 | $282,000 | – | 6,118 | – | 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% |