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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,855,000 | +49.2% | 34,679 | +52.0% | 0.00% | 0.0% |
| Q2 2021 | $1,243,000 | +62050.0% | 22,818 | +52965.1% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | -94.4% | 43 | -95.7% | 0.00% | – |
| Q3 2015 | $36,000 | -18.2% | 1,000 | 0.0% | 0.00% | – |
| Q2 2015 | $44,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q1 2015 | $44,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q4 2014 | $44,000 | -4.3% | 1,000 | 0.0% | 0.00% | – |
| Q3 2014 | $46,000 | -2.1% | 1,000 | 0.0% | 0.00% | – |
| Q2 2014 | $47,000 | +27.0% | 1,000 | +25.0% | 0.00% | – |
| Q1 2014 | $37,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q4 2013 | $37,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q3 2013 | $37,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q2 2013 | $37,000 | – | 800 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |