Homrich & Berg - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 130 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$372,000
+14.1%
6,949
+16.1%
0.01%0.0%
Q2 2021$326,000
+6.9%
5,986
+0.7%
0.01%0.0%
Q1 2021$305,000
+7.8%
5,945
+0.1%
0.01%0.0%
Q4 2020$283,000
+17.4%
5,939
+1.9%
0.01%0.0%
Q3 2020$241,000
+17.6%
5,830
-6.1%
0.01%
-33.3%
Q1 2020$205,000
-43.4%
6,210
-17.9%
0.01%
-29.4%
Q4 2019$362,000
+38.2%
7,566
+28.1%
0.02%
+30.8%
Q3 2019$262,000
-4.0%
5,907
+2.0%
0.01%
-7.1%
Q2 2019$273,000
+9.2%
5,792
+9.3%
0.01%
+7.7%
Q1 2019$250,000
+19.0%
5,300
+15.0%
0.01%0.0%
Q3 2018$210,000
-28.1%
4,608
-24.8%
0.01%
-38.1%
Q2 2018$292,000
-88.0%
6,127
-86.3%
0.02%
-87.5%
Q1 2018$2,425,000
+8.2%
44,877
+4.4%
0.17%
+9.1%
Q4 2017$2,242,000
+4.1%
42,997
-2.1%
0.15%
-9.4%
Q3 2017$2,153,000
+7.3%
43,912
+0.1%
0.17%
-3.4%
Q2 2017$2,007,000
+1.1%
43,862
-0.8%
0.18%
+2.9%
Q1 2017$1,985,000
+17.0%
44,228
+2.0%
0.17%
+11.8%
Q4 2016$1,696,000
-12.7%
43,355
-6.8%
0.15%
-14.0%
Q3 2016$1,942,000
+98.4%
46,524
+84.1%
0.18%
+91.4%
Q2 2016$979,000
+5.6%
25,270
+3.0%
0.09%
+2.2%
Q1 2016$927,000
-2.2%
24,531
-9.2%
0.09%
+5.8%
Q4 2015$948,000
-28.4%
27,031
-27.3%
0.09%
-38.1%
Q3 2015$1,324,000
-26.8%
37,173
-10.8%
0.14%
-21.5%
Q2 2015$1,808,000
-3.8%
41,674
-1.9%
0.18%
-3.8%
Q1 2015$1,879,000
+5.1%
42,493
+2.6%
0.18%
+1.7%
Q4 2014$1,788,000
-11.8%
41,423
-5.6%
0.18%
-11.7%
Q3 2014$2,028,000
+105.7%
43,870
+113.4%
0.20%
+83.0%
Q2 2014$986,000
+334.4%
20,556
+321.8%
0.11%
+273.3%
Q1 2014$227,000
-3.8%
4,873
-4.7%
0.03%
-9.1%
Q4 2013$236,0005,1160.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2015
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