WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 133 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is 3.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $11,000 | +10.0% | 225 | 0.0% | 0.00% | – |
| Q3 2019 | $10,000 | -9.1% | 225 | 0.0% | 0.00% | – |
| Q2 2019 | $11,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q1 2019 | $11,000 | +22.2% | 225 | 0.0% | 0.00% | – |
| Q4 2018 | $9,000 | -10.0% | 225 | 0.0% | 0.00% | – |
| Q3 2018 | $10,000 | -9.1% | 225 | 0.0% | 0.00% | – |
| Q2 2018 | $11,000 | -8.3% | 225 | 0.0% | 0.00% | – |
| Q1 2018 | $12,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q4 2017 | $12,000 | +9.1% | 225 | 0.0% | 0.00% | – |
| Q3 2017 | $11,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q2 2017 | $11,000 | +10.0% | 225 | 0.0% | 0.00% | – |
| Q1 2017 | $10,000 | +11.1% | 225 | 0.0% | 0.00% | – |
| Q4 2016 | $9,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q3 2016 | $9,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q2 2016 | $9,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q1 2016 | $9,000 | +12.5% | 225 | 0.0% | 0.00% | – |
| Q4 2015 | $8,000 | -20.0% | 225 | 0.0% | 0.00% | – |
| Q3 2015 | $10,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q2 2015 | $10,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q1 2015 | $10,000 | -50.0% | 225 | -50.0% | 0.00% | – |
| Q4 2014 | $20,000 | +100.0% | 450 | +100.0% | 0.00% | – |
| Q3 2014 | $10,000 | -9.1% | 225 | 0.0% | 0.00% | – |
| Q2 2014 | $11,000 | +10.0% | 225 | 0.0% | 0.00% | – |
| Q1 2014 | $10,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q4 2013 | $10,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q3 2013 | $10,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q2 2013 | $10,000 | – | 225 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 211,599 | $8,864,000 | 7.65% |
| Great Point Wealth Advisors, LLC | 175,069 | $7,333,000 | 6.94% |
| America First Investment Advisors, LLC | 271,851 | $11,388,000 | 3.81% |
| Neumann Capital Management, LLC | 120,396 | $5,043,000 | 3.80% |
| Financial Planning & Information Services, Inc. | 182,924 | $7,663,000 | 3.79% |
| White Pine Investment CO | 130,344 | $5,460,000 | 2.92% |
| Stratford Consulting, LLC | 150,142 | $6,289,000 | 2.53% |
| Biltmore Family Office, LLC | 95,489 | $4,000,000 | 2.26% |
| Efficient Advisors, LLC | 259,653 | $10,877,000 | 2.02% |
| Community Financial Services Group, LLC | 127,315 | $5,333,000 | 2.02% |