WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 168 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |