WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 141 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $207,000 | 0.0% | 4,405 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $207,000 | -78.0% | 4,405 | -74.7% | 0.06% | -79.5% |
| Q1 2018 | $939,000 | +323.0% | 17,377 | +308.4% | 0.31% | +422.0% |
| Q4 2017 | $222,000 | +6.7% | 4,255 | 0.0% | 0.06% | -18.1% |
| Q3 2017 | $208,000 | +57.6% | 4,255 | +26.4% | 0.07% | +56.5% |
| Q4 2016 | $132,000 | -72.8% | 3,367 | -69.4% | 0.05% | -80.9% |
| Q2 2015 | $486,000 | 0.0% | 10,990 | 0.0% | 0.24% | 0.0% |
| Q1 2015 | $486,000 | -47.6% | 10,990 | -48.8% | 0.24% | -50.5% |
| Q4 2014 | $927,000 | -40.2% | 21,480 | -35.9% | 0.49% | -48.2% |
| Q3 2014 | $1,549,000 | -4.3% | 33,523 | -0.6% | 0.94% | -3.9% |
| Q2 2014 | $1,619,000 | -11.4% | 33,742 | -13.9% | 0.98% | -15.0% |
| Q1 2014 | $1,827,000 | -37.7% | 39,206 | -38.4% | 1.15% | -37.1% |
| Q4 2013 | $2,932,000 | -12.0% | 63,597 | -11.0% | 1.83% | -17.7% |
| Q3 2013 | $3,332,000 | +685.8% | 71,424 | +676.2% | 2.22% | +677.3% |
| Q2 2013 | $424,000 | – | 9,202 | – | 0.29% | – |
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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% |