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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $792,000 | -52.3% | 18,245 | -51.5% | 0.02% | -40.0% |
| Q1 2015 | $1,662,000 | -2.3% | 37,585 | -4.7% | 0.04% | 0.0% |
| Q4 2014 | $1,701,000 | -16.9% | 39,420 | -11.0% | 0.04% | -18.6% |
| Q3 2014 | $2,047,000 | -52.9% | 44,285 | -51.2% | 0.04% | -52.7% |
| Q2 2014 | $4,350,000 | +7.6% | 90,665 | +4.5% | 0.09% | +3.4% |
| Q1 2014 | $4,042,000 | +75.2% | 86,720 | +73.2% | 0.09% | +72.5% |
| Q4 2013 | $2,307,000 | -2.5% | 50,060 | -1.3% | 0.05% | -7.3% |
| Q3 2013 | $2,365,000 | +44.8% | 50,695 | +42.9% | 0.06% | +41.0% |
| Q2 2013 | $1,633,000 | +191.6% | 35,480 | +227.0% | 0.04% | +178.6% |
| Q1 2013 | $560,000 | – | 10,850 | – | 0.01% | – |
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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% |