WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 161 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $145,000 | -18.5% | 3,712 | -12.7% | 0.00% | – |
| Q3 2016 | $178,000 | +7.9% | 4,253 | 0.0% | 0.00% | – |
| Q2 2016 | $165,000 | +2.5% | 4,253 | 0.0% | 0.00% | – |
| Q1 2016 | $161,000 | +33.1% | 4,253 | +23.3% | 0.00% | – |
| Q4 2015 | $121,000 | -1.6% | 3,449 | 0.0% | 0.00% | – |
| Q3 2015 | $123,000 | -18.0% | 3,449 | 0.0% | 0.00% | – |
| Q2 2015 | $150,000 | -2.0% | 3,449 | 0.0% | 0.00% | – |
| Q1 2015 | $153,000 | +0.7% | 3,449 | -2.2% | 0.00% | – |
| Q4 2014 | $152,000 | -7.3% | 3,525 | -0.4% | 0.00% | – |
| Q3 2014 | $164,000 | -3.5% | 3,540 | 0.0% | 0.00% | – |
| Q2 2014 | $170,000 | +3.0% | 3,540 | 0.0% | 0.00% | – |
| Q1 2014 | $165,000 | +5.1% | 3,540 | +4.1% | 0.00% | – |
| Q4 2013 | $157,000 | – | 3,400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 274,291 | $14,669,000 | 7.39% |
| Great Point Wealth Advisors, LLC | 302,479 | $16,177,000 | 5.56% |
| WADDELL & ASSOCIATES, LLC | 513,705 | $27,473,000 | 4.68% |
| Financial Planning & Information Services, Inc. | 314,116 | $16,799,000 | 4.57% |
| America First Investment Advisors, LLC | 267,612 | $14,312,000 | 4.35% |
| Neumann Capital Management, LLC | 158,546 | $8,479,000 | 3.81% |
| Asset Management Advisors, LLC | 72,861 | $3,897,000 | 2.94% |
| Baker Ellis Asset Management LLC | 190,518 | $9,993,000 | 1.92% |
| Tacita Capital Inc | 56,885 | $3,042,000 | 1.86% |
| PALLADIUM PARTNERS LLC | 728,180 | $38,943,000 | 1.77% |