WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 130 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2018 | $290,000 | -19.0% | 6,085 | -8.2% | 0.01% | -28.6% |
Q1 2018 | $358,000 | +4.4% | 6,630 | +0.9% | 0.01% | +16.7% |
Q4 2017 | $343,000 | +22.5% | 6,570 | +15.1% | 0.01% | +9.1% |
Q3 2017 | $280,000 | +34.0% | 5,710 | +24.8% | 0.01% | +37.5% |
Q2 2017 | $209,000 | -4.6% | 4,575 | -26.7% | 0.01% | -20.0% |
Q4 2015 | $219,000 | -68.7% | 6,245 | -68.2% | 0.01% | -70.6% |
Q3 2015 | $700,000 | -55.6% | 19,669 | -45.9% | 0.03% | -52.8% |
Q2 2015 | $1,578,000 | -4.7% | 36,372 | -2.9% | 0.07% | -5.3% |
Q1 2015 | $1,656,000 | +4.6% | 37,442 | +2.1% | 0.08% | +1.3% |
Q4 2014 | $1,583,000 | -32.1% | 36,687 | -27.3% | 0.08% | -32.4% |
Q3 2014 | $2,333,000 | -3.3% | 50,482 | +0.4% | 0.11% | -5.9% |
Q2 2014 | $2,413,000 | -7.1% | 50,287 | -9.7% | 0.12% | -12.6% |
Q1 2014 | $2,597,000 | +0.6% | 55,715 | -0.5% | 0.14% | -1.5% |
Q4 2013 | $2,581,000 | +6.7% | 55,995 | +8.0% | 0.14% | -2.8% |
Q3 2013 | $2,419,000 | -1.1% | 51,848 | -2.4% | 0.14% | -6.6% |
Q2 2013 | $2,447,000 | – | 53,148 | – | 0.15% | – |
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% |