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 | $3,499,345 | -0.4% | 75,645 | +0.2% | 0.46% | +3.1% |
| Q2 2023 | $3,513,692 | +1.9% | 75,515 | +0.3% | 0.45% | -4.5% |
| Q1 2023 | $3,448,182 | +3.8% | 75,304 | -0.2% | 0.47% | +1.7% |
| Q4 2022 | $3,320,541 | +4.8% | 75,484 | -5.1% | 0.46% | -4.2% |
| Q3 2022 | $3,169,000 | -13.7% | 79,576 | -3.3% | 0.48% | -15.0% |
| Q2 2022 | $3,673,000 | -19.0% | 82,272 | -3.3% | 0.57% | -8.6% |
| Q1 2022 | $4,536,000 | +1.6% | 85,099 | +0.9% | 0.62% | -0.2% |
| Q4 2021 | $4,464,000 | +1.7% | 84,353 | +2.8% | 0.62% | -7.5% |
| Q3 2021 | $4,389,000 | -0.4% | 82,075 | +1.5% | 0.67% | +0.9% |
| Q2 2021 | $4,406,000 | +7.2% | 80,877 | +0.9% | 0.66% | -0.2% |
| Q1 2021 | $4,110,000 | +9.4% | 80,125 | +1.8% | 0.66% | -5.1% |
| Q4 2020 | $3,756,000 | +15.3% | 78,705 | -0.1% | 0.70% | +3.5% |
| Q3 2020 | $3,258,000 | +4.7% | 78,784 | -1.2% | 0.68% | -1.5% |
| Q2 2020 | $3,111,000 | +38.5% | 79,752 | +17.3% | 0.69% | +16.0% |
| Q1 2020 | $2,246,000 | -43.2% | 67,996 | -17.8% | 0.59% | -27.9% |
| Q4 2019 | $3,956,000 | +10.2% | 82,729 | +2.1% | 0.82% | +3.4% |
| Q3 2019 | $3,590,000 | +1.8% | 81,039 | +8.2% | 0.79% | +0.1% |
| Q2 2019 | $3,525,000 | +3.2% | 74,930 | +3.4% | 0.79% | -2.5% |
| Q1 2019 | $3,416,000 | +16.7% | 72,501 | +3.7% | 0.81% | +2.3% |
| Q4 2018 | $2,928,000 | -9.5% | 69,892 | -1.4% | 0.80% | +7.7% |
| Q3 2018 | $3,235,000 | -2.6% | 70,855 | +1.8% | 0.74% | -11.4% |
| Q2 2018 | $3,320,000 | -10.7% | 69,624 | +1.2% | 0.83% | -16.4% |
| Q1 2018 | $3,718,000 | +4.7% | 68,801 | +1.1% | 1.00% | +4.1% |
| Q4 2017 | $3,550,000 | +7.0% | 68,073 | +0.6% | 0.96% | +1.4% |
| Q3 2017 | $3,319,000 | +8.3% | 67,698 | +1.1% | 0.94% | -8.2% |
| Q2 2017 | $3,065,000 | +7.1% | 66,987 | +5.1% | 1.03% | +0.1% |
| Q1 2017 | $2,861,000 | +13.6% | 63,745 | -1.0% | 1.03% | +7.0% |
| Q4 2016 | $2,519,000 | -2.2% | 64,396 | +4.4% | 0.96% | -7.2% |
| Q3 2016 | $2,576,000 | +9.2% | 61,704 | +1.3% | 1.04% | +5.8% |
| Q2 2016 | $2,360,000 | +37.9% | 60,924 | +34.5% | 0.98% | +32.3% |
| Q1 2016 | $1,711,000 | -10.3% | 45,297 | -16.7% | 0.74% | -22.1% |
| Q4 2015 | $1,908,000 | -12.0% | 54,408 | -10.7% | 0.95% | -21.1% |
| Q3 2015 | $2,169,000 | -6.9% | 60,896 | +13.5% | 1.20% | +1.7% |
| Q2 2015 | $2,329,000 | +10.6% | 53,666 | +12.7% | 1.18% | +6.4% |
| Q1 2015 | $2,106,000 | +10.3% | 47,605 | +7.6% | 1.11% | +9.2% |
| Q4 2014 | $1,910,000 | -2.3% | 44,247 | +4.7% | 1.02% | -6.5% |
| Q3 2014 | $1,954,000 | +5.2% | 42,271 | +9.1% | 1.09% | -3.4% |
| Q2 2014 | $1,858,000 | +10.8% | 38,734 | +7.6% | 1.13% | +12.1% |
| Q1 2014 | $1,677,000 | +7.1% | 35,982 | +5.9% | 1.00% | +2.3% |
| Q4 2013 | $1,566,000 | – | 33,983 | – | 0.98% | – |
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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% |