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 | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $835,000 | +7.7% | 20,000 | 0.0% | 0.12% | +4.2% |
| Q2 2016 | $775,000 | +2.5% | 20,000 | 0.0% | 0.12% | -2.4% |
| Q1 2016 | $756,000 | +7.8% | 20,000 | 0.0% | 0.12% | +4.2% |
| Q4 2015 | $701,000 | -1.5% | 20,000 | 0.0% | 0.12% | -4.1% |
| Q3 2015 | $712,000 | -18.0% | 20,000 | 0.0% | 0.12% | -3.1% |
| Q2 2015 | $868,000 | -1.9% | 20,000 | 0.0% | 0.13% | +0.8% |
| Q1 2015 | $885,000 | +2.5% | 20,000 | 0.0% | 0.13% | +0.8% |
| Q4 2014 | $863,000 | -6.6% | 20,000 | 0.0% | 0.12% | -11.3% |
| Q3 2014 | $924,000 | -3.8% | 20,000 | 0.0% | 0.14% | +6.0% |
| Q2 2014 | $960,000 | +37.3% | 20,000 | +33.3% | 0.13% | +27.9% |
| Q1 2014 | $699,000 | +51.6% | 15,000 | +50.0% | 0.10% | +35.1% |
| Q4 2013 | $461,000 | – | 10,000 | – | 0.08% | – |
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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% |