WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 132 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 1.32 and the average weighting 0.4%.
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 | 247,056 | $10,945,000 | 7.93% |
Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |