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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $74,000 | +2.8% | 1,623 | +1.2% | 0.02% | +5.6% |
| Q1 2017 | $72,000 | +14.3% | 1,603 | 0.0% | 0.02% | +12.5% |
| Q4 2016 | $63,000 | -6.0% | 1,603 | +0.6% | 0.02% | +33.3% |
| Q3 2016 | $67,000 | +9.8% | 1,593 | +1.6% | 0.01% | +9.1% |
| Q2 2016 | $61,000 | +3.4% | 1,568 | +1.2% | 0.01% | 0.0% |
| Q1 2016 | $59,000 | +9.3% | 1,550 | 0.0% | 0.01% | -21.4% |
| Q4 2015 | $54,000 | -1.8% | 1,550 | +0.3% | 0.01% | +7.7% |
| Q3 2015 | $55,000 | -16.7% | 1,545 | +1.9% | 0.01% | -13.3% |
| Q2 2015 | $66,000 | 0.0% | 1,516 | +0.9% | 0.02% | -37.5% |
| Q1 2015 | $66,000 | +1.5% | 1,503 | 0.0% | 0.02% | -4.0% |
| Q4 2014 | $65,000 | -5.8% | 1,503 | +0.6% | 0.02% | -16.7% |
| Q3 2014 | $69,000 | -2.8% | 1,494 | +1.2% | 0.03% | 0.0% |
| Q2 2014 | $71,000 | +14.5% | 1,476 | +11.5% | 0.03% | +11.1% |
| Q1 2014 | $62,000 | +1.6% | 1,324 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $61,000 | -1.6% | 1,324 | 0.0% | 0.03% | -3.6% |
| Q3 2013 | $62,000 | +21.6% | 1,324 | +20.6% | 0.03% | +12.0% |
| Q2 2013 | $51,000 | – | 1,098 | – | 0.02% | – |
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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% |