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 | $74,000 | +2.8% | 1,623 | +1.2% | 0.02% | +5.6% |
| Q1 2017 | $72,000 | +14.3% | 1,603 | 0.0% | 0.02% | +12.5% |
| Q4 2016 | $63,000 | -6.0% | 1,603 | +0.6% | 0.02% | +33.3% |
| Q3 2016 | $67,000 | +9.8% | 1,593 | +1.6% | 0.01% | +9.1% |
| Q2 2016 | $61,000 | +3.4% | 1,568 | +1.2% | 0.01% | 0.0% |
| Q1 2016 | $59,000 | +9.3% | 1,550 | 0.0% | 0.01% | -21.4% |
| Q4 2015 | $54,000 | -1.8% | 1,550 | +0.3% | 0.01% | +7.7% |
| Q3 2015 | $55,000 | -16.7% | 1,545 | +1.9% | 0.01% | -13.3% |
| Q2 2015 | $66,000 | 0.0% | 1,516 | +0.9% | 0.02% | -37.5% |
| Q1 2015 | $66,000 | +1.5% | 1,503 | 0.0% | 0.02% | -4.0% |
| Q4 2014 | $65,000 | -5.8% | 1,503 | +0.6% | 0.02% | -16.7% |
| Q3 2014 | $69,000 | -2.8% | 1,494 | +1.2% | 0.03% | 0.0% |
| Q2 2014 | $71,000 | +14.5% | 1,476 | +11.5% | 0.03% | +11.1% |
| Q1 2014 | $62,000 | +1.6% | 1,324 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $61,000 | -1.6% | 1,324 | 0.0% | 0.03% | -3.6% |
| Q3 2013 | $62,000 | +21.6% | 1,324 | +20.6% | 0.03% | +12.0% |
| Q2 2013 | $51,000 | – | 1,098 | – | 0.02% | – |
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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% |