WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 143 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is 12.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2017 | $202,000 | -99.9% | 4,483 | -20.3% | 0.02% | -11.8% |
Q4 2014 | $242,126,000 | +35195.3% | 5,623 | -62.3% | 0.02% | -67.3% |
Q3 2014 | $686,000 | +28.7% | 14,899 | +34.1% | 0.05% | +23.8% |
Q2 2014 | $533,000 | +160.0% | 11,111 | +154.8% | 0.04% | +133.3% |
Q1 2014 | $205,000 | -20.8% | 4,360 | -22.4% | 0.02% | -21.7% |
Q4 2013 | $259,000 | -9.8% | 5,615 | -7.5% | 0.02% | -17.9% |
Q3 2013 | $287,000 | – | 6,069 | – | 0.03% | – |
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% |