WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 168 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $209,000 | -1.9% | 4,826 | 0.0% | 0.05% | -1.9% |
| Q1 2015 | $213,000 | -12.3% | 4,826 | -14.3% | 0.05% | -13.3% |
| Q4 2014 | $243,000 | -2.4% | 5,630 | +4.3% | 0.06% | -6.2% |
| Q3 2014 | $249,000 | -3.9% | 5,397 | 0.0% | 0.06% | -1.5% |
| Q2 2014 | $259,000 | -8.2% | 5,397 | -10.9% | 0.06% | -12.2% |
| Q1 2014 | $282,000 | -91.6% | 6,058 | -91.7% | 0.07% | -91.5% |
| Q4 2013 | $3,345,000 | +2.0% | 72,584 | +3.2% | 0.88% | -11.0% |
| Q3 2013 | $3,280,000 | -0.3% | 70,318 | -1.6% | 0.98% | -13.2% |
| Q2 2013 | $3,290,000 | – | 71,469 | – | 1.13% | – |
Download | ||||||
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% |