WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 155 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is 0.96 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $315,000 | -6.8% | 7,304 | 0.0% | 0.07% | -8.2% |
| Q3 2014 | $338,000 | -3.4% | 7,304 | +0.1% | 0.07% | -2.7% |
| Q2 2014 | $350,000 | -25.8% | 7,300 | -28.0% | 0.08% | -27.9% |
| Q1 2014 | $472,000 | -4.6% | 10,134 | -5.5% | 0.10% | -12.6% |
| Q4 2013 | $495,000 | +9.8% | 10,729 | +10.9% | 0.12% | 0.0% |
| Q3 2013 | $451,000 | +28.1% | 9,674 | +26.4% | 0.12% | +21.4% |
| Q2 2013 | $352,000 | – | 7,655 | – | 0.10% | – |
Download | ||||||
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% |