WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 172 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 1.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $47,000 | 0.0% | 1,015 | 0.0% | 0.00% | – |
| Q1 2019 | $47,000 | +11.9% | 1,015 | 0.0% | 0.00% | – |
| Q4 2018 | $42,000 | -8.7% | 1,015 | 0.0% | 0.00% | – |
| Q3 2018 | $46,000 | -4.2% | 1,015 | 0.0% | 0.00% | – |
| Q2 2018 | $48,000 | -11.1% | 1,015 | 0.0% | 0.00% | – |
| Q1 2018 | $54,000 | -69.7% | 1,015 | -75.6% | 0.00% | – |
| Q4 2014 | $178,000 | -3.8% | 4,158 | +3.1% | 0.00% | – |
| Q3 2014 | $185,000 | -26.9% | 4,032 | -23.9% | 0.00% | – |
| Q2 2014 | $253,000 | +14.0% | 5,301 | +10.7% | 0.00% | – |
| Q1 2014 | $222,000 | -6.3% | 4,788 | -7.3% | 0.00% | – |
| Q4 2013 | $237,000 | -58.8% | 5,166 | -58.2% | 0.00% | – |
| Q3 2013 | $575,000 | – | 12,355 | – | 0.00% | – |
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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% |