WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 132 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 1.32 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $429,000 | -31.0% | 13,000 | 0.0% | 0.09% | +1.1% |
| Q4 2019 | $622,000 | +8.0% | 13,000 | 0.0% | 0.09% | -2.2% |
| Q3 2019 | $576,000 | -14.4% | 13,000 | -9.1% | 0.09% | -15.1% |
| Q2 2019 | $673,000 | -0.1% | 14,300 | 0.0% | 0.11% | -4.5% |
| Q1 2019 | $674,000 | +10.9% | 14,300 | -1.5% | 0.11% | +2.8% |
| Q4 2018 | $608,000 | -8.3% | 14,525 | 0.0% | 0.11% | +6.9% |
| Q3 2018 | $663,000 | +26.0% | 14,525 | +1191.1% | 0.10% | +13.5% |
| Q2 2018 | $526,000 | -11.7% | 1,125 | -89.8% | 0.09% | -9.2% |
| Q1 2018 | $596,000 | +3.7% | 11,025 | 0.0% | 0.10% | 0.0% |
| Q4 2017 | $575,000 | +12.5% | 11,025 | +5.8% | 0.10% | +10.1% |
| Q3 2017 | $511,000 | +17.2% | 10,425 | +9.4% | 0.09% | +7.2% |
| Q2 2017 | $436,000 | +2.1% | 9,525 | 0.0% | 0.08% | -1.2% |
| Q1 2017 | $427,000 | +14.5% | 9,525 | 0.0% | 0.08% | +5.0% |
| Q4 2016 | $373,000 | -6.3% | 9,525 | 0.0% | 0.08% | -7.0% |
| Q3 2016 | $398,000 | +7.9% | 9,525 | 0.0% | 0.09% | +7.5% |
| Q2 2016 | $369,000 | +2.5% | 9,525 | 0.0% | 0.08% | +1.3% |
| Q1 2016 | $360,000 | +7.8% | 9,525 | 0.0% | 0.08% | +5.3% |
| Q4 2015 | $334,000 | -91.3% | 9,525 | -91.1% | 0.08% | -92.1% |
| Q3 2015 | $3,832,000 | – | 107,615 | – | 0.96% | – |
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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% |