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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $1,187,000 | +5.5% | 31,416 | -2.1% | 0.12% | +4.2% |
| Q4 2015 | $1,125,000 | -17.5% | 32,089 | -16.2% | 0.12% | -22.1% |
| Q3 2015 | $1,364,000 | -19.1% | 38,312 | -1.5% | 0.15% | -14.0% |
| Q2 2015 | $1,687,000 | -0.4% | 38,880 | +1.5% | 0.18% | -1.6% |
| Q1 2015 | $1,694,000 | -2.9% | 38,290 | -5.3% | 0.18% | -7.6% |
| Q4 2014 | $1,745,000 | -8.9% | 40,425 | -2.5% | 0.20% | -14.3% |
| Q3 2014 | $1,916,000 | -32.6% | 41,464 | -30.0% | 0.23% | -35.4% |
| Q2 2014 | $2,841,000 | +5.3% | 59,220 | +2.3% | 0.36% | -6.6% |
| Q1 2014 | $2,699,000 | +1.6% | 57,900 | +0.5% | 0.38% | +86.8% |
| Q4 2013 | $2,656,000 | +140.4% | 57,608 | +143.2% | 0.20% | +6.2% |
| Q3 2013 | $1,105,000 | +13.0% | 23,690 | +11.5% | 0.19% | -0.5% |
| Q2 2013 | $978,000 | – | 21,253 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |