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 | ||||
---|---|---|---|---|---|---|
Q3 2016 | $684,000 | +3.6% | 16,375 | -3.8% | 0.31% | +4.4% |
Q2 2016 | $660,000 | -0.9% | 17,025 | -3.4% | 0.30% | -0.7% |
Q1 2016 | $666,000 | -52.5% | 17,625 | -55.9% | 0.30% | -51.5% |
Q4 2015 | $1,401,000 | -5.8% | 39,960 | -4.3% | 0.61% | -5.1% |
Q3 2015 | $1,487,000 | -50.4% | 41,770 | -39.6% | 0.65% | -53.7% |
Q2 2015 | $3,001,000 | -3.1% | 69,155 | -1.2% | 1.40% | -6.1% |
Q1 2015 | $3,097,000 | +46.1% | 70,030 | +42.6% | 1.49% | +42.1% |
Q4 2014 | $2,120,000 | -12.3% | 49,109 | -6.1% | 1.05% | -14.3% |
Q3 2014 | $2,416,000 | -4.3% | 52,279 | -0.6% | 1.22% | -2.4% |
Q2 2014 | $2,524,000 | -13.0% | 52,599 | -15.5% | 1.25% | -13.4% |
Q1 2014 | $2,900,000 | +1.4% | 62,229 | +0.3% | 1.44% | -3.3% |
Q4 2013 | $2,860,000 | +8.7% | 62,060 | +10.1% | 1.50% | -2.7% |
Q3 2013 | $2,630,000 | +7.9% | 56,380 | +6.5% | 1.54% | +1.2% |
Q2 2013 | $2,437,000 | – | 52,935 | – | 1.52% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |