WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 163 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 1.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $336,000 | +3.1% | 7,029 | -4.4% | 0.35% | -7.2% |
| Q3 2019 | $326,000 | -10.7% | 7,356 | -5.2% | 0.37% | -8.1% |
| Q2 2019 | $365,000 | -90.1% | 7,761 | -0.4% | 0.41% | +1.8% |
| Q1 2019 | $3,672,000 | +986.4% | 7,795 | -3.4% | 0.40% | +20.1% |
| Q4 2018 | $338,000 | -8.6% | 8,072 | -0.3% | 0.33% | -3.2% |
| Q3 2018 | $370,000 | -31.0% | 8,098 | -27.9% | 0.34% | -32.0% |
| Q2 2018 | $536,000 | -12.4% | 11,234 | -0.8% | 0.51% | -23.4% |
| Q1 2018 | $612,000 | +1.5% | 11,320 | -2.1% | 0.66% | +13.2% |
| Q4 2017 | $603,000 | +7.9% | 11,559 | +1.3% | 0.58% | +38.4% |
| Q3 2017 | $559,000 | +7.5% | 11,410 | +0.4% | 0.42% | +11.9% |
| Q2 2017 | $520,000 | +2.0% | 11,367 | +0.0% | 0.38% | +17.8% |
| Q1 2017 | $510,000 | +19.4% | 11,364 | +4.1% | 0.32% | +7.4% |
| Q4 2016 | $427,000 | – | 10,913 | – | 0.30% | – |
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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% |