WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 159 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $801,000 | +27.5% | 21,199 | +18.4% | 0.14% | +29.5% |
| Q4 2015 | $628,000 | -25.0% | 17,910 | -23.8% | 0.11% | -31.7% |
| Q3 2015 | $837,000 | -11.2% | 23,494 | +8.1% | 0.16% | +1.2% |
| Q2 2015 | $943,000 | +30.8% | 21,739 | +33.4% | 0.16% | +23.7% |
| Q1 2015 | $721,000 | +2.4% | 16,301 | 0.0% | 0.13% | -7.1% |
| Q4 2014 | $704,000 | -6.5% | 16,301 | 0.0% | 0.14% | -13.5% |
| Q3 2014 | $753,000 | -3.7% | 16,301 | 0.0% | 0.16% | -5.2% |
| Q2 2014 | $782,000 | +38.9% | 16,301 | +34.9% | 0.17% | +6.8% |
| Q1 2014 | $563,000 | -21.6% | 12,080 | -22.4% | 0.16% | -5.8% |
| Q4 2013 | $718,000 | +7.0% | 15,571 | +8.3% | 0.17% | +3.6% |
| Q3 2013 | $671,000 | +1.4% | 14,380 | 0.0% | 0.16% | -5.7% |
| Q2 2013 | $662,000 | – | 14,380 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 345,159 | $14,897,000 | 15.22% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 639,692 | $27,609,000 | 13.75% |
| TOMPKINS FINANCIAL CORP | 565,535 | $11,940,472,000 | 3.60% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 80,175 | $3,460,000 | 3.58% |
| Vontobel Swiss Wealth Advisors AG | 108,169 | $4,669,000 | 3.41% |
| Stratford Consulting, LLC | 145,663 | $6,287,000 | 3.22% |
| White Pine Investment CO | 116,829 | $5,042,000 | 2.93% |
| Efficient Advisors, LLC | 260,923 | $11,261,000 | 2.58% |
| America First Investment Advisors, LLC | 136,581 | $5,895,000 | 2.50% |
| Fusion Investment Group, LLC | 66,628 | $2,876,000 | 2.43% |