WISDOMTREE TR's ticker is DXGE and the CUSIP is 97717W448.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,000 | -50.0% | 111 | -46.9% | 0.00% | – |
| Q2 2018 | $6,000 | 0.0% | 209 | 0.0% | 0.00% | – |
| Q1 2018 | $6,000 | -14.3% | 209 | -0.5% | 0.00% | – |
| Q4 2017 | $7,000 | -30.0% | 210 | -32.7% | 0.00% | – |
| Q3 2017 | $10,000 | +66.7% | 312 | +48.6% | 0.00% | – |
| Q2 2017 | $6,000 | +100.0% | 210 | +110.0% | 0.00% | – |
| Q1 2017 | $3,000 | -89.3% | 100 | -90.7% | 0.00% | – |
| Q2 2016 | $28,000 | -84.0% | 1,075 | -84.4% | 0.00% | -100.0% |
| Q1 2016 | $175,000 | +31.6% | 6,898 | +39.6% | 0.00% | +50.0% |
| Q4 2015 | $133,000 | -25.3% | 4,940 | -29.4% | 0.00% | -50.0% |
| Q3 2015 | $178,000 | -23.6% | 6,993 | -14.2% | 0.00% | 0.0% |
| Q2 2015 | $233,000 | -17.1% | 8,148 | -9.3% | 0.00% | -20.0% |
| Q1 2015 | $281,000 | – | 8,983 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hilton Capital Management, LLC | 247,355 | $7,777,000 | 2.76% |
| Donald L. Hagan, LLC | 83,666 | $2,619,000 | 2.60% |
| DOCK STREET ASSET MANAGEMENT INC | 116,377 | $3,643,000 | 2.07% |
| HARTLINE INVESTMENT CORP/ | 186,671 | $5,843,000 | 1.91% |
| Guild Investment Management, Inc. | 36,000 | $1,127,000 | 0.96% |
| Winfield Associates, Inc. | 30,875 | $966,000 | 0.68% |
| FLOW TRADERS U.S. LLC | 95,114 | $2,977,000 | 0.62% |
| Orinda Asset Management LLC | 7,932 | $248,000 | 0.26% |
| SeaBridge Investment Advisors LLC | 32,690 | $1,023,000 | 0.21% |
| BEACH INVESTMENT COUNSEL INC/PA | 45,550 | $1,426,000 | 0.13% |