WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 159 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $249,000 | -7.8% | 6,355 | -1.7% | 0.01% | -11.1% |
| Q3 2016 | $270,000 | +12.0% | 6,466 | +3.9% | 0.01% | 0.0% |
| Q2 2016 | $241,000 | +61.7% | 6,226 | +57.5% | 0.01% | +50.0% |
| Q1 2016 | $149,000 | +0.7% | 3,952 | -6.5% | 0.01% | -14.3% |
| Q4 2015 | $148,000 | +24.4% | 4,225 | +26.7% | 0.01% | -22.2% |
| Q3 2015 | $119,000 | -23.7% | 3,335 | -7.3% | 0.01% | -18.2% |
| Q2 2015 | $156,000 | -10.3% | 3,599 | -8.6% | 0.01% | -8.3% |
| Q1 2015 | $174,000 | -14.3% | 3,938 | -16.3% | 0.01% | -45.5% |
| Q4 2014 | $203,000 | -33.4% | 4,706 | -28.6% | 0.02% | -40.5% |
| Q3 2014 | $305,000 | -11.3% | 6,589 | -8.1% | 0.04% | -19.6% |
| Q2 2014 | $344,000 | -41.5% | 7,166 | -43.2% | 0.05% | +7.0% |
| Q1 2014 | $588,000 | +113.0% | 12,620 | +111.1% | 0.04% | +2.4% |
| Q4 2013 | $276,000 | +46.0% | 5,979 | +47.7% | 0.04% | +27.3% |
| Q3 2013 | $189,000 | +71.8% | 4,048 | +69.2% | 0.03% | +50.0% |
| Q2 2013 | $110,000 | – | 2,393 | – | 0.02% | – |
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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% |