WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 144 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 1.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $835,000 | +7.7% | 20,000 | 0.0% | 0.12% | +4.2% |
| Q2 2016 | $775,000 | +2.5% | 20,000 | 0.0% | 0.12% | -2.4% |
| Q1 2016 | $756,000 | +7.8% | 20,000 | 0.0% | 0.12% | +4.2% |
| Q4 2015 | $701,000 | -1.5% | 20,000 | 0.0% | 0.12% | -4.1% |
| Q3 2015 | $712,000 | -18.0% | 20,000 | 0.0% | 0.12% | -3.1% |
| Q2 2015 | $868,000 | -1.9% | 20,000 | 0.0% | 0.13% | +0.8% |
| Q1 2015 | $885,000 | +2.5% | 20,000 | 0.0% | 0.13% | +0.8% |
| Q4 2014 | $863,000 | -6.6% | 20,000 | 0.0% | 0.12% | -11.3% |
| Q3 2014 | $924,000 | -3.8% | 20,000 | 0.0% | 0.14% | +6.0% |
| Q2 2014 | $960,000 | +37.3% | 20,000 | +33.3% | 0.13% | +27.9% |
| Q1 2014 | $699,000 | +51.6% | 15,000 | +50.0% | 0.10% | +35.1% |
| Q4 2013 | $461,000 | – | 10,000 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
| Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
| Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
| Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
| Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
| MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
| O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
| Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
| Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |