WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 168 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2017 | $169,000 | +186.4% | 3,691 | +182.6% | 0.04% | +137.5% |
Q1 2017 | $59,000 | -59.0% | 1,306 | -64.6% | 0.02% | -54.3% |
Q4 2016 | $144,000 | +14300.0% | 3,691 | +14664.0% | 0.04% | – |
Q3 2016 | $1,000 | -98.9% | 25 | -99.0% | 0.00% | -100.0% |
Q2 2016 | $93,000 | +9200.0% | 2,410 | +9941.7% | 0.02% | – |
Q1 2016 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
Q4 2015 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
Q3 2015 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
Q2 2015 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
Q1 2015 | $1,000 | -94.7% | 24 | -94.6% | 0.00% | -100.0% |
Q4 2014 | $19,000 | -42.4% | 443 | -38.0% | 0.00% | -33.3% |
Q3 2014 | $33,000 | -15.4% | 714 | -11.7% | 0.01% | -14.3% |
Q2 2014 | $39,000 | +2.6% | 809 | +0.5% | 0.01% | -12.5% |
Q1 2014 | $38,000 | -15.6% | 805 | -18.4% | 0.01% | +33.3% |
Q4 2013 | $45,000 | -28.6% | 987 | -27.2% | 0.01% | -40.0% |
Q3 2013 | $63,000 | -28.4% | 1,355 | -28.9% | 0.01% | -33.3% |
Q2 2013 | $88,000 | – | 1,906 | – | 0.02% | – |
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% |