Epstein & White Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 180 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 2.24 and the average weighting 0.3%.

Quarter-by-quarter ownership
Epstein & White Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$232,000
-63.3%
5,079
-62.1%
0.15%
-67.6%
Q2 2018$632,000
-92.1%
13,417
-91.0%
0.47%
-90.9%
Q1 2018$8,003,000
+839.3%
148,259
+839.0%
5.14%
+941.8%
Q4 2017$852,00015,7890.49%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 282,354$14,482,0007.82%
Great Point Wealth Advisors, LLC 284,208$14,577,0005.58%
Financial Planning & Information Services, Inc. 304,944$15,641,0004.79%
America First Investment Advisors, LLC 262,322$13,454,0004.08%
Neumann Capital Management, LLC 157,494$8,078,0003.84%
Swaine & Leidel Wealth Services, LLC 95,980$4,923,0003.17%
Asset Management Advisors, LLC 74,263$3,809,0002.88%
Baker Ellis Asset Management LLC 179,039$9,183,0001.98%
Tacita Capital Inc 57,760$2,963,0001.92%
CAPITAL MANAGEMENT CORP /VA 159,123$8,161,0001.82%
View complete list of WISDOMTREE TR shareholders