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 2015 | $424,000 | -2.1% | 9,782 | 0.0% | 0.16% | -4.7% |
| Q1 2015 | $433,000 | +2.6% | 9,782 | 0.0% | 0.17% | +1.8% |
| Q4 2014 | $422,000 | -36.7% | 9,782 | -32.2% | 0.17% | -38.3% |
| Q3 2014 | $667,000 | -3.3% | 14,433 | +0.4% | 0.27% | -4.9% |
| Q2 2014 | $690,000 | -7.3% | 14,374 | -9.8% | 0.28% | -9.3% |
| Q1 2014 | $744,000 | -57.7% | 15,943 | -58.2% | 0.31% | -60.8% |
| Q4 2013 | $1,758,000 | -2.6% | 38,104 | -1.5% | 0.80% | -15.9% |
| Q3 2013 | $1,805,000 | -24.3% | 38,665 | -25.4% | 0.95% | -36.6% |
| Q2 2013 | $2,384,000 | +30.8% | 51,806 | +44.7% | 1.49% | +11.3% |
| Q1 2013 | $1,822,000 | +25.5% | 35,796 | +21.8% | 1.34% | -0.3% |
| Q4 2012 | $1,452,000 | – | 29,398 | – | 1.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 211,599 | $8,864,000 | 7.65% |
| Great Point Wealth Advisors, LLC | 175,069 | $7,333,000 | 6.94% |
| America First Investment Advisors, LLC | 271,851 | $11,388,000 | 3.81% |
| Neumann Capital Management, LLC | 120,396 | $5,043,000 | 3.80% |
| Financial Planning & Information Services, Inc. | 182,924 | $7,663,000 | 3.79% |
| White Pine Investment CO | 130,344 | $5,460,000 | 2.92% |
| Stratford Consulting, LLC | 150,142 | $6,289,000 | 2.53% |
| Biltmore Family Office, LLC | 95,489 | $4,000,000 | 2.26% |
| Efficient Advisors, LLC | 259,653 | $10,877,000 | 2.02% |
| Community Financial Services Group, LLC | 127,315 | $5,333,000 | 2.02% |