WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 123 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
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% | – |
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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% |