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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $9,135,000 | -9.7% | 191,554 | +2.3% | 0.10% | -15.7% |
| Q1 2018 | $10,118,000 | +8.2% | 187,240 | +4.4% | 0.12% | -5.7% |
| Q4 2017 | $9,355,000 | +16.1% | 179,390 | +9.2% | 0.12% | +10.9% |
| Q3 2017 | $8,057,000 | +12.2% | 164,338 | +4.7% | 0.11% | +5.8% |
| Q2 2017 | $7,178,000 | +18.9% | 156,909 | +16.7% | 0.10% | +26.8% |
| Q1 2017 | $6,036,000 | +16.4% | 134,493 | +8.3% | 0.08% | +9.3% |
| Q4 2016 | $5,184,000 | 0.0% | 124,177 | 0.0% | 0.08% | -2.6% |
| Q3 2016 | $5,184,000 | +12.9% | 124,177 | +4.8% | 0.08% | +8.5% |
| Q2 2016 | $4,591,000 | +1931.4% | 118,520 | +1761.2% | 0.07% | +1320.0% |
| Q3 2015 | $226,000 | -40.2% | 6,368 | -27.0% | 0.01% | -37.5% |
| Q2 2015 | $378,000 | -91.2% | 8,721 | -9.9% | 0.01% | -11.1% |
| Q1 2015 | $4,281,000 | +2.3% | 9,679 | -0.2% | 0.01% | 0.0% |
| Q4 2014 | $4,186,000 | -6.0% | 9,700 | +0.7% | 0.01% | -10.0% |
| Q3 2014 | $4,452,000 | -1.6% | 9,633 | +2.1% | 0.01% | -9.1% |
| Q2 2014 | $4,525,000 | +11.8% | 9,433 | +8.6% | 0.01% | +10.0% |
| Q1 2014 | $4,049,000 | +18.5% | 8,689 | +17.2% | 0.01% | +11.1% |
| Q4 2013 | $3,418,000 | +54.0% | 7,416 | +53.9% | 0.01% | +28.6% |
| Q2 2013 | $2,219,000 | – | 4,820 | – | 0.01% | – |
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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% |