WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 180 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - 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 ↓ |
---|---|---|---|
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% |