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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $169,000 | +186.4% | 3,691 | +182.6% | 0.04% | +137.5% |
| Q1 2017 | $59,000 | -59.0% | 1,306 | -64.6% | 0.02% | -54.3% |
| Q4 2016 | $144,000 | +14300.0% | 3,691 | +14664.0% | 0.04% | – |
| Q3 2016 | $1,000 | -98.9% | 25 | -99.0% | 0.00% | -100.0% |
| Q2 2016 | $93,000 | +9200.0% | 2,410 | +9941.7% | 0.02% | – |
| Q1 2016 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | -94.7% | 24 | -94.6% | 0.00% | -100.0% |
| Q4 2014 | $19,000 | -42.4% | 443 | -38.0% | 0.00% | -33.3% |
| Q3 2014 | $33,000 | -15.4% | 714 | -11.7% | 0.01% | -14.3% |
| Q2 2014 | $39,000 | +2.6% | 809 | +0.5% | 0.01% | -12.5% |
| Q1 2014 | $38,000 | -15.6% | 805 | -18.4% | 0.01% | +33.3% |
| Q4 2013 | $45,000 | -28.6% | 987 | -27.2% | 0.01% | -40.0% |
| Q3 2013 | $63,000 | -28.4% | 1,355 | -28.9% | 0.01% | -33.3% |
| Q2 2013 | $88,000 | – | 1,906 | – | 0.02% | – |
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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% |