WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 160 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $684,000 | +3.6% | 16,375 | -3.8% | 0.31% | +4.4% |
| Q2 2016 | $660,000 | -0.9% | 17,025 | -3.4% | 0.30% | -0.7% |
| Q1 2016 | $666,000 | -52.5% | 17,625 | -55.9% | 0.30% | -51.5% |
| Q4 2015 | $1,401,000 | -5.8% | 39,960 | -4.3% | 0.61% | -5.1% |
| Q3 2015 | $1,487,000 | -50.4% | 41,770 | -39.6% | 0.65% | -53.7% |
| Q2 2015 | $3,001,000 | -3.1% | 69,155 | -1.2% | 1.40% | -6.1% |
| Q1 2015 | $3,097,000 | +46.1% | 70,030 | +42.6% | 1.49% | +42.1% |
| Q4 2014 | $2,120,000 | -12.3% | 49,109 | -6.1% | 1.05% | -14.3% |
| Q3 2014 | $2,416,000 | -4.3% | 52,279 | -0.6% | 1.22% | -2.4% |
| Q2 2014 | $2,524,000 | -13.0% | 52,599 | -15.5% | 1.25% | -13.4% |
| Q1 2014 | $2,900,000 | +1.4% | 62,229 | +0.3% | 1.44% | -3.3% |
| Q4 2013 | $2,860,000 | +8.7% | 62,060 | +10.1% | 1.50% | -2.7% |
| Q3 2013 | $2,630,000 | +7.9% | 56,380 | +6.5% | 1.54% | +1.2% |
| Q2 2013 | $2,437,000 | – | 52,935 | – | 1.52% | – |
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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% |