WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 159 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $2,489,000 | +44.5% | 54,410 | +41.7% | 0.07% | +43.8% |
| Q1 2017 | $1,723,000 | -41.2% | 38,392 | -54.0% | 0.05% | -4.0% |
| Q4 2015 | $2,929,000 | +452.6% | 83,550 | +461.8% | 0.05% | +455.6% |
| Q3 2015 | $530,000 | -80.7% | 14,871 | -76.6% | 0.01% | -81.6% |
| Q2 2015 | $2,752,000 | +96.3% | 63,417 | +100.1% | 0.05% | +69.0% |
| Q1 2015 | $1,402,000 | -34.5% | 31,696 | -36.1% | 0.03% | -17.1% |
| Q4 2014 | $2,140,000 | -63.3% | 49,574 | -60.7% | 0.04% | -69.0% |
| Q3 2014 | $5,834,000 | +533.4% | 126,232 | +539.4% | 0.11% | +841.7% |
| Q3 2013 | $921,000 | – | 19,741 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |