WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 184 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $227,997 | +1.6% | 4,900 | 0.0% | 0.05% | -5.8% |
| Q1 2023 | $224,371 | -97.6% | 4,900 | -97.2% | 0.05% | -97.4% |
| Q2 2021 | $9,442,000 | +15.7% | 173,303 | +8.9% | 2.00% | +9.9% |
| Q1 2021 | $8,161,000 | +257.5% | 159,123 | +232.6% | 1.82% | +192.8% |
| Q4 2020 | $2,283,000 | +982.0% | 47,840 | +648.7% | 0.62% | +709.1% |
| Q1 2020 | $211,000 | -31.0% | 6,390 | 0.0% | 0.08% | -1.3% |
| Q4 2019 | $306,000 | +8.1% | 6,390 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $283,000 | -6.0% | 6,390 | 0.0% | 0.08% | -6.0% |
| Q2 2019 | $301,000 | 0.0% | 6,390 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $301,000 | +1.7% | 6,390 | -9.5% | 0.08% | -9.8% |
| Q4 2018 | $296,000 | -26.9% | 7,060 | -20.5% | 0.09% | -10.7% |
| Q3 2018 | $405,000 | -96.4% | 8,878 | -96.2% | 0.10% | -96.6% |
| Q2 2018 | $11,190,000 | -12.9% | 234,650 | -1.3% | 3.01% | -13.0% |
| Q1 2018 | $12,844,000 | +2.6% | 237,681 | -1.0% | 3.46% | +1.7% |
| Q4 2017 | $12,524,000 | +10.9% | 240,151 | +4.3% | 3.40% | +5.4% |
| Q3 2017 | $11,290,000 | +58.2% | 230,260 | +47.6% | 3.22% | +51.4% |
| Q2 2017 | $7,135,000 | +35.4% | 155,966 | +32.8% | 2.13% | +30.4% |
| Q1 2017 | $5,269,000 | – | 117,410 | – | 1.63% | – |
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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% |