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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $249,000 | -7.8% | 6,355 | -1.7% | 0.01% | -11.1% |
| Q3 2016 | $270,000 | +12.0% | 6,466 | +3.9% | 0.01% | 0.0% |
| Q2 2016 | $241,000 | +61.7% | 6,226 | +57.5% | 0.01% | +50.0% |
| Q1 2016 | $149,000 | +0.7% | 3,952 | -6.5% | 0.01% | -14.3% |
| Q4 2015 | $148,000 | +24.4% | 4,225 | +26.7% | 0.01% | -22.2% |
| Q3 2015 | $119,000 | -23.7% | 3,335 | -7.3% | 0.01% | -18.2% |
| Q2 2015 | $156,000 | -10.3% | 3,599 | -8.6% | 0.01% | -8.3% |
| Q1 2015 | $174,000 | -14.3% | 3,938 | -16.3% | 0.01% | -45.5% |
| Q4 2014 | $203,000 | -33.4% | 4,706 | -28.6% | 0.02% | -40.5% |
| Q3 2014 | $305,000 | -11.3% | 6,589 | -8.1% | 0.04% | -19.6% |
| Q2 2014 | $344,000 | -41.5% | 7,166 | -43.2% | 0.05% | +7.0% |
| Q1 2014 | $588,000 | +113.0% | 12,620 | +111.1% | 0.04% | +2.4% |
| Q4 2013 | $276,000 | +46.0% | 5,979 | +47.7% | 0.04% | +27.3% |
| Q3 2013 | $189,000 | +71.8% | 4,048 | +69.2% | 0.03% | +50.0% |
| Q2 2013 | $110,000 | – | 2,393 | – | 0.02% | – |
Download | ||||||
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% |