WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 179 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.58 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,199,000 | +0.1% | 26,262 | +4.5% | 0.02% | 0.0% |
| Q2 2018 | $1,198,000 | -11.1% | 25,131 | +0.8% | 0.02% | -12.5% |
| Q1 2018 | $1,347,000 | +3.5% | 24,927 | -0.2% | 0.02% | +9.1% |
| Q4 2017 | $1,302,000 | +18.6% | 24,971 | +11.5% | 0.02% | +10.0% |
| Q3 2017 | $1,098,000 | +12.4% | 22,393 | +4.9% | 0.02% | +11.1% |
| Q2 2017 | $977,000 | +37.0% | 21,345 | +34.4% | 0.02% | +38.5% |
| Q1 2017 | $713,000 | +34.0% | 15,880 | +16.8% | 0.01% | +30.0% |
| Q4 2016 | $532,000 | -30.2% | 13,591 | -25.5% | 0.01% | -33.3% |
| Q3 2016 | $762,000 | +8.1% | 18,250 | +0.3% | 0.02% | 0.0% |
| Q2 2016 | $705,000 | +5.7% | 18,201 | +3.1% | 0.02% | +7.1% |
| Q1 2016 | $667,000 | +3.7% | 17,660 | -3.6% | 0.01% | 0.0% |
| Q4 2015 | $643,000 | -24.6% | 18,329 | -23.5% | 0.01% | -26.3% |
| Q3 2015 | $853,000 | -15.9% | 23,945 | +2.5% | 0.02% | -9.5% |
| Q2 2015 | $1,014,000 | +4.4% | 23,366 | +6.5% | 0.02% | +10.5% |
| Q1 2015 | $971,000 | +4.5% | 21,945 | +1.9% | 0.02% | -5.0% |
| Q4 2014 | $929,000 | -3.5% | 21,535 | +3.3% | 0.02% | -4.8% |
| Q3 2014 | $963,000 | -2.5% | 20,840 | +1.2% | 0.02% | +5.0% |
| Q2 2014 | $988,000 | -4.3% | 20,587 | -7.0% | 0.02% | 0.0% |
| Q1 2014 | $1,032,000 | +6.7% | 22,137 | +5.5% | 0.02% | +5.3% |
| Q4 2013 | $967,000 | +4.2% | 20,984 | +5.4% | 0.02% | -5.0% |
| Q3 2013 | $928,000 | -0.4% | 19,900 | -1.7% | 0.02% | 0.0% |
| Q2 2013 | $932,000 | – | 20,235 | – | 0.02% | – |
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% |