WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 168 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $209,000 | -1.9% | 4,826 | 0.0% | 0.05% | -1.9% |
| Q1 2015 | $213,000 | -12.3% | 4,826 | -14.3% | 0.05% | -13.3% |
| Q4 2014 | $243,000 | -2.4% | 5,630 | +4.3% | 0.06% | -6.2% |
| Q3 2014 | $249,000 | -3.9% | 5,397 | 0.0% | 0.06% | -1.5% |
| Q2 2014 | $259,000 | -8.2% | 5,397 | -10.9% | 0.06% | -12.2% |
| Q1 2014 | $282,000 | -91.6% | 6,058 | -91.7% | 0.07% | -91.5% |
| Q4 2013 | $3,345,000 | +2.0% | 72,584 | +3.2% | 0.88% | -11.0% |
| Q3 2013 | $3,280,000 | -0.3% | 70,318 | -1.6% | 0.98% | -13.2% |
| Q2 2013 | $3,290,000 | – | 71,469 | – | 1.13% | – |
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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% |