WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 137 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $233,000 | 0.0% | 6,640 | +1.4% | 0.07% | -10.1% |
| Q3 2015 | $233,000 | -19.4% | 6,550 | -1.5% | 0.08% | -6.0% |
| Q2 2015 | $289,000 | +16.5% | 6,650 | +18.8% | 0.08% | +12.0% |
| Q1 2015 | $248,000 | +2.5% | 5,600 | 0.0% | 0.08% | +2.7% |
| Q4 2014 | $242,000 | -6.6% | 5,600 | 0.0% | 0.07% | -16.1% |
| Q3 2014 | $259,000 | -3.7% | 5,600 | 0.0% | 0.09% | -4.4% |
| Q2 2014 | $269,000 | +1.1% | 5,600 | -1.8% | 0.09% | -6.2% |
| Q1 2014 | $266,000 | +1.1% | 5,700 | 0.0% | 0.10% | -4.9% |
| Q4 2013 | $263,000 | -1.1% | 5,700 | 0.0% | 0.10% | -35.0% |
| Q3 2013 | $266,000 | +23.1% | 5,700 | +21.3% | 0.16% | +17.2% |
| Q2 2013 | $216,000 | – | 4,700 | – | 0.13% | – |
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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% |