WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 137 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $401,000 | -2.0% | 9,250 | 0.0% | 0.23% | -2.9% |
| Q1 2015 | $409,000 | +2.5% | 9,250 | 0.0% | 0.24% | -6.9% |
| Q4 2014 | $399,000 | -33.8% | 9,250 | -29.1% | 0.26% | -33.1% |
| Q3 2014 | $603,000 | -5.2% | 13,050 | -1.5% | 0.39% | -5.8% |
| Q2 2014 | $636,000 | +2.9% | 13,250 | 0.0% | 0.41% | -15.6% |
| Q1 2014 | $618,000 | +1.1% | 13,250 | 0.0% | 0.49% | -14.9% |
| Q4 2013 | $611,000 | – | 13,250 | – | 0.57% | – |
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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% |