WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 169 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $2,913,000 | +234.4% | 60,917 | +219.4% | 0.00% | +100.0% |
Q3 2018 | $871,000 | -4.3% | 19,074 | -0.1% | 0.00% | 0.0% |
Q2 2018 | $910,000 | -10.1% | 19,088 | +1.9% | 0.00% | 0.0% |
Q1 2018 | $1,012,000 | +59.4% | 18,732 | +53.8% | 0.00% | 0.0% |
Q4 2017 | $635,000 | +15.9% | 12,178 | -13.1% | 0.00% | 0.0% |
Q4 2016 | $548,000 | +22.0% | 14,007 | +45.7% | 0.00% | – |
Q3 2013 | $449,000 | -76.4% | 9,615 | -76.8% | 0.00% | -100.0% |
Q2 2013 | $1,906,000 | +8.5% | 41,400 | +21.6% | 0.00% | 0.0% |
Q1 2013 | $1,756,000 | – | 34,048 | – | 0.00% | – |
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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% |