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 2017 | $2,122,000 | +7.0% | 43,283 | -0.1% | 0.01% | 0.0% |
| Q2 2017 | $1,983,000 | +2.2% | 43,334 | +0.2% | 0.01% | 0.0% |
| Q1 2017 | $1,940,000 | +10.6% | 43,229 | -3.6% | 0.01% | 0.0% |
| Q4 2016 | $1,754,000 | -77.4% | 44,851 | -75.8% | 0.01% | -78.7% |
| Q3 2016 | $7,751,000 | +10.3% | 185,641 | +2.3% | 0.06% | +3.4% |
| Q2 2016 | $7,030,000 | -1.3% | 181,466 | -3.8% | 0.06% | -6.3% |
| Q1 2016 | $7,123,000 | +7.4% | 188,539 | -0.3% | 0.06% | 0.0% |
| Q4 2015 | $6,631,000 | -1.0% | 189,138 | +0.6% | 0.06% | -10.0% |
| Q3 2015 | $6,695,000 | -16.7% | 188,010 | +1.5% | 0.07% | -12.5% |
| Q2 2015 | $8,039,000 | -0.8% | 185,264 | +1.1% | 0.08% | -4.8% |
| Q1 2015 | $8,105,000 | +4.3% | 183,247 | +1.8% | 0.08% | -3.4% |
| Q4 2014 | $7,770,000 | -6.3% | 180,039 | +0.3% | 0.09% | -13.9% |
| Q3 2014 | $8,295,000 | +0.1% | 179,465 | +3.9% | 0.10% | 0.0% |
| Q2 2014 | $8,287,000 | +11.6% | 172,719 | +8.5% | 0.10% | -1.9% |
| Q1 2014 | $7,423,000 | +8.3% | 159,253 | +7.1% | 0.10% | +3.0% |
| Q4 2013 | $6,853,000 | +4.6% | 148,688 | +5.9% | 0.10% | -5.7% |
| Q3 2013 | $6,549,000 | +13.4% | 140,390 | +11.9% | 0.11% | +3.9% |
| Q2 2013 | $5,774,000 | – | 125,413 | – | 0.10% | – |
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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% |