Bartlett & Co. LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 154 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2019$64,000
+18.5%
1,434
+39.8%
0.00%0.0%
Q4 2017$54,000
+8.0%
1,026
+1.4%
0.00%0.0%
Q3 2017$50,000
-45.1%
1,012
-49.4%
0.00%
-50.0%
Q2 2017$91,0002,0000.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2017
NameSharesValueWeighting ↓
Wealthquest Corp 345,159$14,897,00015.22%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 639,692$27,609,00013.75%
TOMPKINS FINANCIAL CORP 565,535$11,940,472,0003.60%
OLD DOMINION CAPITAL MANAGEMENT INC 80,175$3,460,0003.58%
Vontobel Swiss Wealth Advisors AG 108,169$4,669,0003.41%
Stratford Consulting, LLC 145,663$6,287,0003.22%
White Pine Investment CO 116,829$5,042,0002.93%
Efficient Advisors, LLC 260,923$11,261,0002.58%
America First Investment Advisors, LLC 136,581$5,895,0002.50%
Fusion Investment Group, LLC 66,628$2,876,0002.43%
View complete list of WISDOMTREE TR shareholders