WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 138 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $60,000 | +5.3% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $57,000 | +18.8% | 1,455 | 0.0% | 0.02% | -7.4% |
| Q1 2020 | $48,000 | -31.4% | 1,455 | 0.0% | 0.03% | -6.9% |
| Q4 2019 | $70,000 | -1.4% | 1,455 | -9.3% | 0.03% | -6.5% |
| Q3 2019 | $71,000 | -18.4% | 1,605 | -13.5% | 0.03% | -18.4% |
| Q2 2019 | $87,000 | -10.3% | 1,855 | -9.7% | 0.04% | -7.3% |
| Q1 2019 | $97,000 | +4.3% | 2,055 | -7.8% | 0.04% | -8.9% |
| Q4 2018 | $93,000 | -27.3% | 2,230 | -20.5% | 0.04% | -13.5% |
| Q3 2018 | $128,000 | -13.5% | 2,805 | -9.7% | 0.05% | -13.3% |
| Q2 2018 | $148,000 | +38.3% | 3,105 | +57.2% | 0.06% | +30.4% |
| Q1 2018 | $107,000 | +529.4% | 1,975 | +507.7% | 0.05% | +557.1% |
| Q4 2017 | $17,000 | +6.2% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $16,000 | +6.7% | 325 | 0.0% | 0.01% | +16.7% |
| Q2 2017 | $15,000 | 0.0% | 325 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $15,000 | +15.4% | 325 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $13,000 | -7.1% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $14,000 | +7.7% | 325 | 0.0% | 0.01% | -12.5% |
| Q2 2016 | $13,000 | -45.8% | 325 | -48.0% | 0.01% | -38.5% |
| Q1 2016 | $24,000 | +9.1% | 625 | 0.0% | 0.01% | +18.2% |
| Q4 2015 | $22,000 | 0.0% | 625 | 0.0% | 0.01% | -8.3% |
| Q3 2015 | $22,000 | -60.0% | 625 | -51.0% | 0.01% | -61.3% |
| Q2 2015 | $55,000 | -1.8% | 1,275 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $56,000 | -74.3% | 1,275 | -74.8% | 0.03% | -77.0% |
| Q4 2014 | $218,000 | -26.8% | 5,050 | -21.7% | 0.14% | -28.2% |
| Q3 2014 | $298,000 | -9.1% | 6,450 | -5.6% | 0.19% | -4.1% |
| Q2 2014 | $328,000 | +3.1% | 6,830 | 0.0% | 0.20% | 0.0% |
| Q1 2014 | $318,000 | – | 6,830 | – | 0.20% | – |
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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% |