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 2019 | $227,000 | +8.1% | 4,750 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $210,000 | -5.8% | 4,750 | 0.0% | 0.04% | -11.8% |
| Q2 2019 | $223,000 | -0.4% | 4,750 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $224,000 | -20.8% | 4,750 | -23.4% | 0.05% | -21.5% |
| Q3 2018 | $283,000 | -12.4% | 6,200 | -8.5% | 0.06% | -16.7% |
| Q2 2018 | $323,000 | -13.6% | 6,775 | -2.2% | 0.08% | -9.3% |
| Q1 2018 | $374,000 | +2.7% | 6,925 | -0.7% | 0.09% | +4.9% |
| Q4 2017 | $364,000 | +12.7% | 6,975 | +5.8% | 0.08% | +6.5% |
| Q3 2017 | $323,000 | +6.2% | 6,595 | -0.8% | 0.08% | -1.3% |
| Q2 2017 | $304,000 | -0.7% | 6,645 | -2.6% | 0.08% | -1.3% |
| Q1 2017 | $306,000 | -16.4% | 6,820 | -27.2% | 0.08% | -21.8% |
| Q4 2016 | $366,000 | -95.6% | 9,370 | -94.6% | 0.10% | -96.2% |
| Q3 2016 | $8,319,000 | +2022.2% | 173,378 | +1613.2% | 2.68% | +2272.6% |
| Q2 2016 | $392,000 | +2.1% | 10,120 | -0.5% | 0.11% | -7.4% |
| Q1 2016 | $384,000 | +4.3% | 10,170 | -3.1% | 0.12% | -6.2% |
| Q4 2015 | $368,000 | -48.2% | 10,495 | -47.4% | 0.13% | -49.2% |
| Q3 2015 | $711,000 | -45.6% | 19,970 | -33.8% | 0.26% | -41.3% |
| Q2 2015 | $1,308,000 | -10.7% | 30,148 | -8.9% | 0.44% | -11.0% |
| Q1 2015 | $1,464,000 | -66.5% | 33,098 | -67.3% | 0.49% | -66.3% |
| Q4 2014 | $4,368,000 | -46.3% | 101,203 | -42.5% | 1.45% | -45.7% |
| Q3 2014 | $8,138,000 | -2.2% | 176,068 | +1.6% | 2.68% | -0.2% |
| Q2 2014 | $8,319,000 | +4.1% | 173,378 | +1.2% | 2.68% | -3.8% |
| Q1 2014 | $7,988,000 | -3.5% | 171,378 | -4.6% | 2.79% | -5.1% |
| Q4 2013 | $8,279,000 | +9.6% | 179,634 | +10.9% | 2.94% | +3.4% |
| Q3 2013 | $7,554,000 | +16.1% | 161,923 | +14.6% | 2.84% | +9.6% |
| Q2 2013 | $6,507,000 | – | 141,340 | – | 2.59% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 345,159 | $14,897,000 | 15.22% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 639,692 | $27,609,000 | 13.75% |
| TOMPKINS FINANCIAL CORP | 565,535 | $11,940,472,000 | 3.60% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 80,175 | $3,460,000 | 3.58% |
| Vontobel Swiss Wealth Advisors AG | 108,169 | $4,669,000 | 3.41% |
| Stratford Consulting, LLC | 145,663 | $6,287,000 | 3.22% |
| White Pine Investment CO | 116,829 | $5,042,000 | 2.93% |
| Efficient Advisors, LLC | 260,923 | $11,261,000 | 2.58% |
| America First Investment Advisors, LLC | 136,581 | $5,895,000 | 2.50% |
| Fusion Investment Group, LLC | 66,628 | $2,876,000 | 2.43% |