WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 161 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $366,000 | -18.7% | 7,414 | -35.4% | 0.11% | -12.2% |
| Q2 2017 | $450,000 | -74.7% | 11,473 | -71.1% | 0.12% | -77.7% |
| Q1 2017 | $1,781,000 | +337.6% | 39,685 | +281.1% | 0.55% | +379.1% |
| Q4 2016 | $407,000 | -4.9% | 10,414 | +1.6% | 0.12% | -5.7% |
| Q3 2016 | $428,000 | +2.9% | 10,245 | -4.6% | 0.12% | -3.9% |
| Q2 2016 | $416,000 | -2.8% | 10,743 | -5.3% | 0.13% | +5.8% |
| Q1 2016 | $428,000 | -9.9% | 11,342 | -16.2% | 0.12% | -12.4% |
| Q4 2015 | $475,000 | -3.7% | 13,539 | -2.1% | 0.14% | -5.5% |
| Q3 2015 | $493,000 | -74.5% | 13,834 | -69.0% | 0.14% | -72.2% |
| Q2 2015 | $1,936,000 | -15.5% | 44,613 | -13.8% | 0.52% | -1.5% |
| Q1 2015 | $2,290,000 | +5.7% | 51,765 | +3.0% | 0.53% | +0.6% |
| Q4 2014 | $2,167,000 | -1.7% | 50,241 | +5.4% | 0.53% | -14.6% |
| Q3 2014 | $2,204,000 | – | 47,687 | – | 0.62% | – |
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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% |