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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $376,000 | -25.4% | 11,390 | +8.1% | 0.07% | -2.9% |
| Q4 2019 | $504,000 | -19.4% | 10,540 | -25.2% | 0.07% | -23.9% |
| Q3 2019 | $625,000 | -0.8% | 14,100 | +5.2% | 0.09% | 0.0% |
| Q2 2019 | $630,000 | +2.9% | 13,400 | +3.2% | 0.09% | +1.1% |
| Q1 2019 | $612,000 | +16.1% | 12,990 | +3.2% | 0.09% | 0.0% |
| Q4 2018 | $527,000 | -31.1% | 12,590 | -24.8% | 0.09% | -17.3% |
| Q3 2018 | $765,000 | -4.3% | 16,750 | 0.0% | 0.11% | -8.3% |
| Q2 2018 | $799,000 | -11.7% | 16,750 | 0.0% | 0.12% | -13.7% |
| Q1 2018 | $905,000 | +9.8% | 16,750 | +6.0% | 0.14% | +12.1% |
| Q4 2017 | $824,000 | +17.5% | 15,800 | +10.5% | 0.12% | +1.6% |
| Q3 2017 | $701,000 | +7.2% | 14,300 | 0.0% | 0.12% | +2.5% |
| Q2 2017 | $654,000 | +87.4% | 14,300 | +83.8% | 0.12% | +83.1% |
| Q1 2017 | $349,000 | +14.8% | 7,780 | 0.0% | 0.06% | +8.3% |
| Q4 2016 | $304,000 | +0.3% | 7,780 | +7.3% | 0.06% | +1.7% |
| Q3 2016 | $303,000 | +11.0% | 7,250 | +3.0% | 0.06% | +7.3% |
| Q2 2016 | $273,000 | +2.6% | 7,040 | 0.0% | 0.06% | -3.5% |
| Q1 2016 | $266,000 | – | 7,040 | – | 0.06% | – |
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% |