WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 187 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $209,000 | +3.5% | 4,380 | -4.2% | 0.02% | 0.0% |
| Q3 2019 | $202,000 | -1.9% | 4,571 | +4.4% | 0.02% | 0.0% |
| Q2 2019 | $206,000 | 0.0% | 4,380 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $206,000 | -1.4% | 4,380 | 0.0% | 0.02% | -7.7% |
| Q2 2018 | $209,000 | -11.8% | 4,380 | 0.0% | 0.03% | -13.3% |
| Q1 2018 | $237,000 | +3.9% | 4,380 | 0.0% | 0.03% | +3.4% |
| Q4 2017 | $228,000 | +6.0% | 4,380 | 0.0% | 0.03% | +7.4% |
| Q3 2017 | $215,000 | +7.5% | 4,380 | 0.0% | 0.03% | +3.8% |
| Q2 2017 | $200,000 | -50.2% | 4,380 | -58.8% | 0.03% | -52.7% |
| Q1 2016 | $402,000 | +7.8% | 10,630 | 0.0% | 0.06% | +5.8% |
| Q4 2015 | $373,000 | -1.6% | 10,630 | 0.0% | 0.05% | -13.3% |
| Q3 2015 | $379,000 | -17.8% | 10,630 | 0.0% | 0.06% | -9.1% |
| Q2 2015 | $461,000 | -1.9% | 10,630 | 0.0% | 0.07% | 0.0% |
| Q1 2015 | $470,000 | +9.3% | 10,630 | +6.8% | 0.07% | +4.8% |
| Q4 2014 | $430,000 | -6.5% | 9,955 | 0.0% | 0.06% | -19.2% |
| Q3 2014 | $460,000 | +0.7% | 9,955 | +4.4% | 0.08% | +9.9% |
| Q2 2014 | $457,000 | +36.8% | 9,531 | +33.2% | 0.07% | +29.1% |
| Q1 2014 | $334,000 | – | 7,157 | – | 0.06% | – |
Download | ||||||
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% |