Partnervest Advisory Services LLC - WISDOMTREE TR ownership

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
Partnervest Advisory Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2015$754,000
-16.4%
21,162
+1.8%
0.43%
-4.0%
Q2 2015$902,000
-0.2%
20,798
+1.8%
0.45%
-4.3%
Q1 2015$904,000
-50.5%
20,430
-51.7%
0.47%
-47.1%
Q4 2014$1,827,000
-8.1%
42,325
-1.6%
0.88%
-14.5%
Q3 2014$1,988,000
-8.3%
43,006
-4.9%
1.04%
+6.3%
Q2 2014$2,169,000
+11.9%
45,213
+8.7%
0.97%
+12.2%
Q1 2014$1,939,000
+3490.7%
41,589
+3436.5%
0.87%
+3372.0%
Q4 2013$54,000
+184.2%
1,176
+183.4%
0.02%
+150.0%
Q3 2013$19,0000.0%4150.0%0.01%
+11.1%
Q2 2013$19,0004150.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2015
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 278,599$13,295,0007.61%
Great Point Wealth Advisors, LLC 268,388$12,807,0005.50%
Financial Planning & Information Services, Inc. 301,258$14,376,0004.84%
America First Investment Advisors, LLC 266,443$12,715,0003.85%
Neumann Capital Management, LLC 157,614$7,521,0003.80%
Asset Management Advisors, LLC 73,480$3,506,0003.19%
Swaine & Leidel Wealth Services, LLC 82,475$3,936,0002.85%
Efficient Advisors, LLC 298,878$14,262,0002.18%
Tacita Capital Inc 66,650$3,181,0002.09%
Baker Ellis Asset Management LLC 159,133$7,594,0001.81%
View complete list of WISDOMTREE TR shareholders