WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 155 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is 0.96 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,611,000 | +17.9% | 30,895 | +3.5% | 0.71% | +19.5% |
| Q2 2017 | $1,366,000 | +2.7% | 29,857 | +0.8% | 0.59% | -0.5% |
| Q1 2017 | $1,330,000 | +14.2% | 29,625 | -0.5% | 0.60% | +24.6% |
| Q4 2016 | $1,165,000 | -6.3% | 29,775 | 0.0% | 0.48% | -4.0% |
| Q3 2016 | $1,243,000 | +6.3% | 29,775 | -1.3% | 0.50% | +7.3% |
| Q2 2016 | $1,169,000 | +1.2% | 30,175 | -1.3% | 0.46% | +0.9% |
| Q1 2016 | $1,155,000 | +39.2% | 30,575 | +29.1% | 0.46% | +45.4% |
| Q4 2015 | $830,000 | -40.1% | 23,685 | -39.1% | 0.32% | -35.6% |
| Q3 2015 | $1,386,000 | +15.7% | 38,910 | +40.9% | 0.49% | +30.2% |
| Q2 2015 | $1,198,000 | +33.4% | 27,610 | +35.9% | 0.38% | +34.5% |
| Q1 2015 | $898,000 | +136.9% | 20,310 | +131.2% | 0.28% | +130.3% |
| Q4 2014 | $379,000 | -74.2% | 8,785 | -72.4% | 0.12% | -75.8% |
| Q3 2014 | $1,470,000 | +0.3% | 31,800 | +4.1% | 0.50% | +6.1% |
| Q2 2014 | $1,466,000 | +15.7% | 30,550 | +12.4% | 0.48% | +17.0% |
| Q1 2014 | $1,267,000 | +53.8% | 27,175 | +52.0% | 0.41% | +43.3% |
| Q4 2013 | $824,000 | -5.2% | 17,875 | -4.0% | 0.28% | -13.1% |
| Q3 2013 | $869,000 | +12.7% | 18,625 | +11.2% | 0.33% | +12.0% |
| Q2 2013 | $771,000 | – | 16,750 | – | 0.29% | – |
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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% |