WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 120 filers reported holding WISDOMTREE TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2014 | $315,000 | -6.8% | 7,304 | 0.0% | 0.07% | -8.2% |
Q3 2014 | $338,000 | -3.4% | 7,304 | +0.1% | 0.07% | -2.7% |
Q2 2014 | $350,000 | -25.8% | 7,300 | -28.0% | 0.08% | -27.9% |
Q1 2014 | $472,000 | -4.6% | 10,134 | -5.5% | 0.10% | -12.6% |
Q4 2013 | $495,000 | +9.8% | 10,729 | +10.9% | 0.12% | 0.0% |
Q3 2013 | $451,000 | +28.1% | 9,674 | +26.4% | 0.12% | +21.4% |
Q2 2013 | $352,000 | – | 7,655 | – | 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% |