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
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 ↓ |
---|---|---|---|
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% |