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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $6,478,000 | -1.3% | 135,837 | +11.8% | 0.96% | +0.6% |
| Q1 2018 | $6,563,000 | +21.2% | 121,455 | +17.0% | 0.95% | +26.2% |
| Q4 2017 | $5,415,000 | +17.5% | 103,835 | +10.5% | 0.76% | +6.5% |
| Q3 2017 | $4,609,000 | +13.1% | 93,995 | +5.5% | 0.71% | -18.9% |
| Q2 2017 | $4,075,000 | +30.9% | 89,075 | +28.4% | 0.88% | -16.6% |
| Q1 2017 | $3,114,000 | +71.5% | 69,395 | +49.4% | 1.05% | +39.1% |
| Q4 2016 | $1,816,000 | +311.8% | 46,435 | +339.9% | 0.76% | +266.5% |
| Q3 2016 | $441,000 | -7.7% | 10,555 | -14.5% | 0.21% | -6.8% |
| Q2 2016 | $478,000 | +12.7% | 12,342 | +10.0% | 0.22% | +12.8% |
| Q1 2016 | $424,000 | -23.0% | 11,220 | -28.6% | 0.20% | -11.3% |
| Q4 2015 | $551,000 | -1.6% | 15,708 | 0.0% | 0.22% | +2.3% |
| Q3 2015 | $560,000 | -23.3% | 15,708 | -6.7% | 0.22% | -3.1% |
| Q2 2015 | $730,000 | +33.7% | 16,830 | +36.4% | 0.22% | +259.7% |
| Q1 2015 | $546,000 | +462.9% | 12,342 | +450.0% | 0.06% | +77.1% |
| Q4 2014 | $97,000 | – | 2,244 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
| Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
| Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
| America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
| Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
| Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
| Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
| Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
| Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
| CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |