WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 162 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $532,000 | +7.0% | 10,852 | -0.0% | 0.07% | +3.1% |
| Q2 2017 | $497,000 | +4.0% | 10,857 | +1.9% | 0.06% | -1.5% |
| Q1 2017 | $478,000 | +14.4% | 10,651 | -0.3% | 0.06% | +6.6% |
| Q4 2016 | $418,000 | -4.6% | 10,685 | +1.8% | 0.06% | -7.6% |
| Q3 2016 | $438,000 | +54.8% | 10,500 | +43.6% | 0.07% | +46.7% |
| Q2 2016 | $283,000 | +4.0% | 7,310 | +1.4% | 0.04% | +2.3% |
| Q1 2016 | $272,000 | -48.1% | 7,210 | -51.8% | 0.04% | -47.0% |
| Q4 2015 | $524,000 | +1.9% | 14,960 | +3.6% | 0.08% | -3.5% |
| Q3 2015 | $514,000 | -26.8% | 14,440 | -10.8% | 0.09% | -19.6% |
| Q2 2015 | $702,000 | +4.8% | 16,183 | +6.8% | 0.11% | +5.9% |
| Q1 2015 | $670,000 | +69.2% | 15,148 | +65.0% | 0.10% | +65.6% |
| Q4 2014 | $396,000 | -13.3% | 9,178 | -7.1% | 0.06% | -17.6% |
| Q3 2014 | $457,000 | -3.6% | 9,878 | 0.0% | 0.07% | -8.6% |
| Q2 2014 | $474,000 | +53.4% | 9,878 | +49.1% | 0.08% | +44.6% |
| Q1 2014 | $309,000 | – | 6,625 | – | 0.06% | – |
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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% |