WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 186 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $44 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2015 | $1,364,000 | -48.3% | 38,893 | -47.5% | 0.02% | -10.7% |
| Q3 2015 | $2,640,000 | +72.1% | 74,150 | +109.7% | 0.03% | -12.5% |
| Q2 2015 | $1,534,000 | +73.5% | 35,356 | +76.9% | 0.03% | +68.4% |
| Q1 2015 | $884,000 | +4.6% | 19,982 | +2.1% | 0.02% | +5.6% |
| Q4 2014 | $845,000 | -64.9% | 19,573 | -62.4% | 0.02% | -67.9% |
| Q3 2014 | $2,404,000 | -29.3% | 52,021 | -26.6% | 0.06% | -22.2% |
| Q2 2014 | $3,401,000 | +158.8% | 70,885 | +151.6% | 0.07% | +118.2% |
| Q3 2013 | $1,314,000 | – | 28,176 | – | 0.03% | – |
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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% |