WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 161 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $336,000 | -22.4% | 8,600 | -17.0% | 0.20% | -23.0% |
Q3 2016 | $433,000 | +7.7% | 10,365 | 0.0% | 0.26% | +4.4% |
Q2 2016 | $402,000 | +3.9% | 10,365 | +1.2% | 0.25% | -25.4% |
Q1 2016 | $387,000 | +2.7% | 10,245 | -4.8% | 0.34% | +40.2% |
Q4 2015 | $377,000 | +165.5% | 10,765 | +170.1% | 0.24% | +165.6% |
Q3 2015 | $142,000 | -91.0% | 3,985 | -89.1% | 0.09% | -90.1% |
Q2 2015 | $1,585,000 | +2.6% | 36,520 | +4.5% | 0.91% | -0.8% |
Q1 2015 | $1,545,000 | +12.1% | 34,931 | +9.4% | 0.92% | +2.6% |
Q4 2014 | $1,378,000 | – | 31,931 | – | 0.89% | – |
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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% |