WFG Advisors, LP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 132 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 1.32 and the average weighting 0.4%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of WISDOMTREE TR
ValueSharesWeighting
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$1,0000.0%240.0%0.00%
Q4 2015$1,0000.0%240.0%0.00%
Q3 2015$1,0000.0%240.0%0.00%
Q2 2015$1,0000.0%240.0%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$88,0001,9060.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2016
NameSharesValueWeighting ↓
Unison Advisors LLC 1,099,554$50,865,3745.98%
EisnerAmper Wealth Management Corporate Benefits, LLC 214,919$9,9424.44%
Financial Planning & Information Services, Inc. 446,924$20,674,6943.85%
Great Point Wealth Advisors, LLC 260,467$12,049,1893.61%
Shore Point Advisors, LLC 106,499$4,926,6493.57%
Neumann Capital Management, LLC 167,500$7,748,5503.38%
MFA WEALTH ADVISORS, LLC 228,514$10,571,0773.28%
O'Connor Financial Group LLC 67,791$3,135,9692.15%
Creative Planning 31,788,936$1,470,556,1611.96%
Sound Stewardship, LLC 60,761$2,810,8111.89%
View complete list of WISDOMTREE TR shareholders