WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 178 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.58 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10 | 0.0% | 212 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10 | 0.0% | 212 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10 | +11.1% | 212 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9 | -99.9% | 212 | -47.5% | 0.00% | -33.3% |
| Q3 2022 | $16,000 | -11.1% | 404 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $18,000 | -18.2% | 404 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | +4.8% | 404 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | -4.5% | 404 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 404 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | +266.7% | 404 | +284.8% | 0.00% | +100.0% |
| Q1 2018 | $6,000 | +20.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | +66.7% | 105 | +75.0% | 0.00% | +100.0% |
| Q2 2017 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | – | 60 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
| Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
| Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
| America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
| Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
| Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
| Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
| Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
| Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
| CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |