WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 161 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $11,000 | +10.0% | 240 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 240 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 240 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -27.3% | 240 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | -75.0% | 240 | -75.8% | 0.00% | -83.3% |
| Q3 2019 | $44,000 | -6.4% | 990 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $47,000 | 0.0% | 990 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $47,000 | +14.6% | 990 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $41,000 | -8.9% | 990 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $45,000 | -36.6% | 990 | -33.6% | 0.01% | -40.0% |
| Q2 2018 | $71,000 | -12.3% | 1,490 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $81,000 | +3.8% | 1,490 | 0.0% | 0.01% | +9.1% |
| Q4 2017 | $78,000 | +6.8% | 1,490 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $73,000 | -15.1% | 1,490 | -21.2% | 0.01% | -15.4% |
| Q2 2017 | $86,000 | +1.2% | 1,890 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $85,000 | +14.9% | 1,890 | 0.0% | 0.01% | +18.2% |
| Q4 2016 | $74,000 | -80.4% | 1,890 | -77.9% | 0.01% | -82.3% |
| Q1 2015 | $378,000 | -4.1% | 8,540 | -6.6% | 0.06% | -6.1% |
| Q4 2014 | $394,000 | +37.8% | 9,145 | +47.8% | 0.07% | +29.4% |
| Q3 2014 | $286,000 | – | 6,188 | – | 0.05% | – |
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% |