WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 143 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is 12.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $2,489,000 | +44.5% | 54,410 | +41.7% | 0.07% | +43.8% |
| Q1 2017 | $1,723,000 | -41.2% | 38,392 | -54.0% | 0.05% | -4.0% |
| Q4 2015 | $2,929,000 | +452.6% | 83,550 | +461.8% | 0.05% | +455.6% |
| Q3 2015 | $530,000 | -80.7% | 14,871 | -76.6% | 0.01% | -81.6% |
| Q2 2015 | $2,752,000 | +96.3% | 63,417 | +100.1% | 0.05% | +69.0% |
| Q1 2015 | $1,402,000 | -34.5% | 31,696 | -36.1% | 0.03% | -17.1% |
| Q4 2014 | $2,140,000 | -63.3% | 49,574 | -60.7% | 0.04% | -69.0% |
| Q3 2014 | $5,834,000 | +533.4% | 126,232 | +539.4% | 0.11% | +841.7% |
| Q3 2013 | $921,000 | – | 19,741 | – | 0.01% | – |
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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% |