WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 139 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 2021 | $233,000 | +9.9% | 4,399 | -2.0% | 0.03% | -50.0% |
| Q1 2019 | $212,000 | -49.4% | 4,490 | -50.0% | 0.05% | -5.3% |
| Q3 2018 | $419,000 | +95.8% | 8,980 | +100.0% | 0.06% | -5.0% |
| Q2 2018 | $214,000 | -15.4% | 4,490 | -4.3% | 0.06% | -20.0% |
| Q1 2018 | $253,000 | +3.3% | 4,690 | 0.0% | 0.08% | +4.2% |
| Q4 2017 | $245,000 | +6.5% | 4,690 | 0.0% | 0.07% | -6.5% |
| Q3 2017 | $230,000 | +7.0% | 4,690 | 0.0% | 0.08% | +1.3% |
| Q2 2017 | $215,000 | +4.4% | 4,690 | +2.2% | 0.08% | +2.7% |
| Q1 2017 | $206,000 | +1.0% | 4,590 | -6.1% | 0.07% | -7.5% |
| Q3 2016 | $204,000 | -1.9% | 4,890 | -16.2% | 0.08% | -25.2% |
| Q3 2015 | $208,000 | -24.9% | 5,835 | -8.6% | 0.11% | -19.5% |
| Q2 2015 | $277,000 | +6.5% | 6,385 | +8.7% | 0.13% | +7.3% |
| Q1 2015 | $260,000 | +2.4% | 5,875 | -0.2% | 0.12% | -7.5% |
| Q4 2014 | $254,000 | -8.3% | 5,885 | -1.7% | 0.13% | -17.8% |
| Q3 2014 | $277,000 | -3.5% | 5,985 | 0.0% | 0.16% | -4.1% |
| Q2 2014 | $287,000 | -0.7% | 5,985 | -3.6% | 0.17% | -4.0% |
| Q1 2014 | $289,000 | -4.0% | 6,210 | -5.0% | 0.18% | -11.9% |
| Q4 2013 | $301,000 | – | 6,540 | – | 0.20% | – |
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% |