Montecito Bank & Trust - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 187 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2019$207,0000.0%4,4050.0%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%
4,2550.0%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$486,0000.0%10,9900.0%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$424,0009,2020.29%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 247,056$10,945,0007.93%
Great Point Wealth Advisors, LLC 222,817$9,870,0006.72%
Neumann Capital Management, LLC 167,450$7,418,0004.59%
Financial Planning & Information Services, Inc. 227,351$10,072,0004.26%
FIRST WILSHIRE SECURITIES MANAGEMENT INC 236,639$10,483,0003.97%
America First Investment Advisors, LLC 275,717$12,214,0003.68%
White Pine Investment CO 138,235$6,124,0002.78%
Stratford Consulting, LLC 162,784$7,211,0002.47%
Efficient Advisors, LLC 271,176$12,013,0002.20%
PALLADIUM PARTNERS LLC 614,023$28,030,0001.96%
View complete list of WISDOMTREE TR shareholders