WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 133 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is 3.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $3,637,000 | +6.2% | 78,681 | +10.2% | 2.86% | +22.9% |
| Q2 2014 | $3,425,000 | +9.4% | 71,374 | +6.3% | 2.33% | +2.6% |
| Q1 2014 | $3,130,000 | -23.4% | 67,145 | -24.2% | 2.27% | +48.2% |
| Q4 2013 | $4,084,000 | +63.6% | 88,596 | +65.6% | 1.53% | -16.8% |
| Q3 2013 | $2,496,000 | +9.7% | 53,505 | +8.2% | 1.84% | -7.1% |
| Q2 2013 | $2,276,000 | – | 49,436 | – | 1.98% | – |
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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% |