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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $603,000 | -1.5% | 13,175 | -15.8% | 0.17% | -4.5% |
| Q1 2017 | $612,000 | 0.0% | 15,650 | 0.0% | 0.18% | +1.1% |
| Q4 2016 | $612,000 | -7.0% | 15,650 | -0.6% | 0.18% | -6.9% |
| Q3 2016 | $658,000 | +5.6% | 15,750 | -2.0% | 0.19% | +1.6% |
| Q2 2016 | $623,000 | +375.6% | 16,076 | +362.6% | 0.19% | +365.0% |
| Q1 2016 | $131,000 | +2.3% | 3,475 | -4.8% | 0.04% | +5.3% |
| Q4 2015 | $128,000 | -43.6% | 3,650 | -42.8% | 0.04% | -44.9% |
| Q3 2015 | $227,000 | -63.0% | 6,378 | -54.9% | 0.07% | -27.4% |
| Q2 2015 | $614,000 | +79.0% | 14,156 | +82.6% | 0.10% | -10.4% |
| Q1 2015 | $343,000 | -40.0% | 7,753 | -41.5% | 0.11% | -39.8% |
| Q4 2014 | $572,000 | -19.4% | 13,263 | -13.6% | 0.18% | -13.7% |
| Q3 2014 | $710,000 | -2.1% | 15,353 | +1.7% | 0.20% | -0.5% |
| Q2 2014 | $725,000 | +1.5% | 15,103 | -1.4% | 0.20% | -1.0% |
| Q1 2014 | $714,000 | -47.2% | 15,318 | -47.1% | 0.21% | -57.9% |
| Q3 2013 | $1,351,000 | +10.4% | 28,959 | +8.9% | 0.49% | +20.6% |
| Q2 2013 | $1,224,000 | – | 26,585 | – | 0.41% | – |
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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% |