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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $801,000 | +27.5% | 21,199 | +18.4% | 0.14% | +29.5% |
| Q4 2015 | $628,000 | -25.0% | 17,910 | -23.8% | 0.11% | -31.7% |
| Q3 2015 | $837,000 | -11.2% | 23,494 | +8.1% | 0.16% | +1.2% |
| Q2 2015 | $943,000 | +30.8% | 21,739 | +33.4% | 0.16% | +23.7% |
| Q1 2015 | $721,000 | +2.4% | 16,301 | 0.0% | 0.13% | -7.1% |
| Q4 2014 | $704,000 | -6.5% | 16,301 | 0.0% | 0.14% | -13.5% |
| Q3 2014 | $753,000 | -3.7% | 16,301 | 0.0% | 0.16% | -5.2% |
| Q2 2014 | $782,000 | +38.9% | 16,301 | +34.9% | 0.17% | +6.8% |
| Q1 2014 | $563,000 | -21.6% | 12,080 | -22.4% | 0.16% | -5.8% |
| Q4 2013 | $718,000 | +7.0% | 15,571 | +8.3% | 0.17% | +3.6% |
| Q3 2013 | $671,000 | +1.4% | 14,380 | 0.0% | 0.16% | -5.7% |
| Q2 2013 | $662,000 | – | 14,380 | – | 0.18% | – |
Download | ||||||
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% |