WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 144 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 1.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $67,000 | +36.7% | 1,761 | +39.3% | 0.01% | -35.7% |
| Q2 2016 | $49,000 | -26.9% | 1,264 | -28.2% | 0.01% | -33.3% |
| Q1 2016 | $67,000 | -46.0% | 1,761 | -50.2% | 0.02% | -46.2% |
| Q4 2015 | $124,000 | -35.8% | 3,539 | -34.8% | 0.04% | -37.1% |
| Q3 2015 | $193,000 | -52.7% | 5,426 | -42.2% | 0.06% | -44.1% |
| Q2 2015 | $408,000 | -97.0% | 9,389 | -96.9% | 0.11% | -96.7% |
| Q1 2015 | $13,520,000 | -99.9% | 305,751 | -45.9% | 3.39% | -6.0% |
| Q4 2014 | $11,940,472,000 | +81188.5% | 565,535 | +77.9% | 3.60% | -6.3% |
| Q3 2014 | $14,689,000 | -5.5% | 317,819 | -2.0% | 3.85% | +0.1% |
| Q2 2014 | $15,552,000 | +6.1% | 324,230 | +3.1% | 3.84% | +3.6% |
| Q1 2014 | $14,658,000 | +8.9% | 314,511 | +7.7% | 3.71% | +6.5% |
| Q4 2013 | $13,458,000 | +0.5% | 292,006 | +1.7% | 3.48% | -6.9% |
| Q3 2013 | $13,391,000 | +12.3% | 287,056 | +10.8% | 3.74% | +3.8% |
| Q2 2013 | $11,926,000 | – | 259,053 | – | 3.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 592,267 | $27,629,000 | 9.16% |
| Crestwood Advisors Group, LLC | 489,865 | $22,852,000 | 4.01% |
| 3D ASSET MANAGEMENT, INC | 260,126 | $12,135,000 | 3.94% |
| TOMPKINS FINANCIAL CORP | 287,056 | $13,391,000 | 3.74% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 73,418 | $3,425,000 | 3.46% |
| LVM CAPITAL MANAGEMENT LTD/MI | 161,923 | $7,554,000 | 2.84% |
| KINGS POINT CAPITAL MANAGEMENT | 145,049 | $6,767,000 | 2.60% |
| America First Investment Advisors, LLC | 109,727 | $5,119,000 | 2.56% |
| Efficient Advisors, LLC | 211,210 | $9,853,000 | 2.53% |
| JOHNSON INVESTMENT COUNSEL INC | 1,337,175 | $62,379,000 | 2.49% |