WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 159 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $4,000 | 0.0% | 98 | -22.8% | 0.00% | – |
| Q4 2015 | $4,000 | -33.3% | 127 | -23.0% | 0.00% | – |
| Q3 2015 | $6,000 | +100.0% | 165 | +120.0% | 0.00% | – |
| Q2 2015 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2015 | $3,000 | 0.0% | 75 | +7.1% | 0.00% | – |
| Q4 2014 | $3,000 | +50.0% | 70 | +62.8% | 0.00% | – |
| Q3 2014 | $2,000 | +100.0% | 43 | +126.3% | 0.00% | – |
| Q2 2014 | $1,000 | -99.9% | 19 | -99.9% | 0.00% | -100.0% |
| Q1 2014 | $1,587,000 | +1.1% | 34,050 | 0.0% | 0.06% | 0.0% |
| Q4 2013 | $1,569,000 | +9.4% | 34,050 | +10.7% | 0.06% | +5.2% |
| Q3 2013 | $1,434,000 | +1.3% | 30,750 | 0.0% | 0.06% | -3.3% |
| Q2 2013 | $1,415,000 | – | 30,750 | – | 0.06% | – |
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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% |