WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 152 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $184,000 | -14.0% | 4,611 | -3.7% | 0.01% | -11.1% |
| Q2 2022 | $214,000 | -37.1% | 4,786 | -25.0% | 0.01% | -25.0% |
| Q1 2022 | $340,000 | -59.7% | 6,382 | -60.0% | 0.01% | -58.6% |
| Q4 2021 | $844,000 | +0.2% | 15,957 | +1.4% | 0.03% | -9.4% |
| Q3 2021 | $842,000 | -1.8% | 15,736 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $857,000 | +6.2% | 15,736 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $807,000 | +5.5% | 15,736 | -1.9% | 0.04% | +2.9% |
| Q4 2020 | $765,000 | +15.4% | 16,036 | 0.0% | 0.03% | +3.0% |
| Q3 2020 | $663,000 | +2.8% | 16,036 | -3.0% | 0.03% | -8.3% |
| Q2 2020 | $645,000 | -2.4% | 16,536 | -17.4% | 0.04% | -16.3% |
| Q1 2020 | $661,000 | -44.3% | 20,021 | -19.3% | 0.04% | -30.6% |
| Q4 2019 | $1,186,000 | +2.5% | 24,801 | -5.0% | 0.06% | -7.5% |
| Q3 2019 | $1,157,000 | -5.1% | 26,114 | +0.8% | 0.07% | -6.9% |
| Q2 2019 | $1,219,000 | -0.9% | 25,899 | -0.8% | 0.07% | -5.3% |
| Q1 2019 | $1,230,000 | -7.9% | 26,099 | -18.1% | 0.08% | -18.3% |
| Q4 2018 | $1,335,000 | -16.1% | 31,877 | -8.6% | 0.09% | -4.1% |
| Q3 2018 | $1,592,000 | -15.8% | 34,872 | -12.0% | 0.10% | -19.8% |
| Q2 2018 | $1,890,000 | -13.4% | 39,622 | -1.9% | 0.12% | -15.4% |
| Q1 2018 | $2,183,000 | -3.9% | 40,389 | -7.3% | 0.14% | +2.1% |
| Q4 2017 | $2,272,000 | +2.0% | 43,574 | -4.1% | 0.14% | -4.8% |
| Q3 2017 | $2,228,000 | -37.1% | 45,449 | -55.0% | 0.15% | -57.4% |
| Q4 2015 | $3,541,000 | -58.6% | 100,999 | -48.7% | 0.34% | -54.8% |
| Q2 2015 | $8,549,000 | +21.8% | 197,022 | +21.1% | 0.76% | +22.4% |
| Q4 2014 | $7,019,000 | -12.6% | 162,638 | -6.4% | 0.62% | -15.3% |
| Q3 2014 | $8,033,000 | +8.3% | 173,798 | +13.5% | 0.74% | +9.5% |
| Q2 2014 | $7,420,000 | +30.6% | 153,080 | +25.6% | 0.67% | +21.3% |
| Q1 2014 | $5,682,000 | +45.6% | 121,913 | +44.0% | 0.56% | +39.8% |
| Q4 2013 | $3,903,000 | +547.3% | 84,677 | +555.4% | 0.40% | +475.4% |
| Q3 2013 | $603,000 | – | 12,920 | – | 0.07% | – |
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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% |