WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 138 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $49,000 | -5.8% | 1,250 | 0.0% | 0.00% | -33.3% |
| Q3 2016 | $52,000 | +8.3% | 1,250 | 0.0% | 0.01% | +20.0% |
| Q2 2016 | $48,000 | +2.1% | 1,250 | 0.0% | 0.01% | -16.7% |
| Q1 2016 | $47,000 | -33.8% | 1,250 | -38.6% | 0.01% | -25.0% |
| Q4 2015 | $71,000 | -7.8% | 2,036 | -6.3% | 0.01% | -20.0% |
| Q3 2015 | $77,000 | -1.3% | 2,174 | +20.8% | 0.01% | 0.0% |
| Q2 2015 | $78,000 | +2.6% | 1,800 | +5.3% | 0.01% | 0.0% |
| Q1 2015 | $76,000 | +2.7% | 1,710 | 0.0% | 0.01% | -9.1% |
| Q4 2014 | $74,000 | -43.5% | 1,710 | -39.7% | 0.01% | -47.6% |
| Q3 2014 | $131,000 | +991.7% | 2,835 | +990.4% | 0.02% | +950.0% |
| Q2 2014 | $12,000 | 0.0% | 260 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $12,000 | +71.4% | 260 | +62.5% | 0.00% | +100.0% |
| Q4 2013 | $7,000 | 0.0% | 160 | 0.0% | 0.00% | -50.0% |
| Q3 2013 | $7,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $7,000 | – | 160 | – | 0.00% | – |
Download | ||||||
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% |