WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 139 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2017 | $2,122,000 | +7.0% | 43,283 | -0.1% | 0.01% | 0.0% |
Q2 2017 | $1,983,000 | +2.2% | 43,334 | +0.2% | 0.01% | 0.0% |
Q1 2017 | $1,940,000 | +10.6% | 43,229 | -3.6% | 0.01% | 0.0% |
Q4 2016 | $1,754,000 | -77.4% | 44,851 | -75.8% | 0.01% | -78.7% |
Q3 2016 | $7,751,000 | +10.3% | 185,641 | +2.3% | 0.06% | +3.4% |
Q2 2016 | $7,030,000 | -1.3% | 181,466 | -3.8% | 0.06% | -6.3% |
Q1 2016 | $7,123,000 | +7.4% | 188,539 | -0.3% | 0.06% | 0.0% |
Q4 2015 | $6,631,000 | -1.0% | 189,138 | +0.6% | 0.06% | -10.0% |
Q3 2015 | $6,695,000 | -16.7% | 188,010 | +1.5% | 0.07% | -12.5% |
Q2 2015 | $8,039,000 | -0.8% | 185,264 | +1.1% | 0.08% | -4.8% |
Q1 2015 | $8,105,000 | +4.3% | 183,247 | +1.8% | 0.08% | -3.4% |
Q4 2014 | $7,770,000 | -6.3% | 180,039 | +0.3% | 0.09% | -13.9% |
Q3 2014 | $8,295,000 | +0.1% | 179,465 | +3.9% | 0.10% | 0.0% |
Q2 2014 | $8,287,000 | +11.6% | 172,719 | +8.5% | 0.10% | -1.9% |
Q1 2014 | $7,423,000 | +8.3% | 159,253 | +7.1% | 0.10% | +3.0% |
Q4 2013 | $6,853,000 | +4.6% | 148,688 | +5.9% | 0.10% | -5.7% |
Q3 2013 | $6,549,000 | +13.4% | 140,390 | +11.9% | 0.11% | +3.9% |
Q2 2013 | $5,774,000 | – | 125,413 | – | 0.10% | – |
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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% |