BRADLEY FOSTER & SARGENT INC/CT - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 130 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BRADLEY FOSTER & SARGENT INC/CT ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2018$290,000
-19.0%
6,085
-8.2%
0.01%
-28.6%
Q1 2018$358,000
+4.4%
6,630
+0.9%
0.01%
+16.7%
Q4 2017$343,000
+22.5%
6,570
+15.1%
0.01%
+9.1%
Q3 2017$280,000
+34.0%
5,710
+24.8%
0.01%
+37.5%
Q2 2017$209,000
-4.6%
4,575
-26.7%
0.01%
-20.0%
Q4 2015$219,000
-68.7%
6,245
-68.2%
0.01%
-70.6%
Q3 2015$700,000
-55.6%
19,669
-45.9%
0.03%
-52.8%
Q2 2015$1,578,000
-4.7%
36,372
-2.9%
0.07%
-5.3%
Q1 2015$1,656,000
+4.6%
37,442
+2.1%
0.08%
+1.3%
Q4 2014$1,583,000
-32.1%
36,687
-27.3%
0.08%
-32.4%
Q3 2014$2,333,000
-3.3%
50,482
+0.4%
0.11%
-5.9%
Q2 2014$2,413,000
-7.1%
50,287
-9.7%
0.12%
-12.6%
Q1 2014$2,597,000
+0.6%
55,715
-0.5%
0.14%
-1.5%
Q4 2013$2,581,000
+6.7%
55,995
+8.0%
0.14%
-2.8%
Q3 2013$2,419,000
-1.1%
51,848
-2.4%
0.14%
-6.6%
Q2 2013$2,447,00053,1480.15%
Other shareholders
WISDOMTREE TR shareholders Q4 2015
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 247,056$10,945,0007.93%
Great Point Wealth Advisors, LLC 222,817$9,870,0006.72%
Neumann Capital Management, LLC 167,450$7,418,0004.59%
Financial Planning & Information Services, Inc. 227,351$10,072,0004.26%
FIRST WILSHIRE SECURITIES MANAGEMENT INC 236,639$10,483,0003.97%
America First Investment Advisors, LLC 275,717$12,214,0003.68%
White Pine Investment CO 138,235$6,124,0002.78%
Stratford Consulting, LLC 162,784$7,211,0002.47%
Efficient Advisors, LLC 271,176$12,013,0002.20%
PALLADIUM PARTNERS LLC 614,023$28,030,0001.96%
View complete list of WISDOMTREE TR shareholders