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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |