WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 153 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,932 | -16.0% | 5,424 | -15.5% | 0.00% | 0.0% |
| Q2 2023 | $298,617 | +2.6% | 6,418 | +0.9% | 0.00% | -25.0% |
| Q1 2023 | $291,132 | +6.7% | 6,358 | +2.5% | 0.00% | 0.0% |
| Q4 2022 | $272,905 | -20.9% | 6,204 | -28.4% | 0.00% | -20.0% |
| Q3 2022 | $345,000 | -16.3% | 8,668 | -6.0% | 0.01% | -16.7% |
| Q2 2022 | $412,000 | -37.4% | 9,219 | -25.3% | 0.01% | -33.3% |
| Q1 2022 | $658,000 | +2.7% | 12,346 | +1.9% | 0.01% | -10.0% |
| Q4 2021 | $641,000 | -0.2% | 12,121 | +0.9% | 0.01% | -9.1% |
| Q3 2021 | $642,000 | +9.7% | 12,010 | +11.8% | 0.01% | 0.0% |
| Q2 2021 | $585,000 | +9.3% | 10,738 | +3.2% | 0.01% | 0.0% |
| Q1 2021 | $535,000 | -11.4% | 10,402 | -17.9% | 0.01% | -21.4% |
| Q4 2020 | $604,000 | -89.7% | 12,671 | -91.1% | 0.01% | -85.1% |
| Q3 2020 | $5,863,000 | -22.5% | 141,924 | -26.9% | 0.09% | -56.9% |
| Q2 2020 | $7,567,000 | +154.2% | 194,167 | +114.7% | 0.22% | +144.9% |
| Q1 2020 | $2,977,000 | -56.2% | 90,439 | -36.3% | 0.09% | -43.7% |
| Q4 2019 | $6,800,000 | – | 142,004 | – | 0.16% | – |
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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% |