WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 133 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is 3.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $10,605,000 | -7.3% | 256,478 | -12.6% | 2.95% | -7.5% |
| Q2 2020 | $11,444,000 | -0.4% | 293,361 | -15.7% | 3.19% | -6.8% |
| Q1 2020 | $11,495,000 | +1595.4% | 348,025 | +2354.3% | 3.42% | +2079.6% |
| Q4 2019 | $678,000 | +5.6% | 14,180 | -2.2% | 0.16% | +2.6% |
| Q3 2019 | $642,000 | -6.0% | 14,498 | -0.1% | 0.15% | -7.8% |
| Q2 2019 | $683,000 | -4.6% | 14,506 | -4.5% | 0.17% | -1.8% |
| Q1 2019 | $716,000 | +11.2% | 15,188 | -1.2% | 0.17% | +1.8% |
| Q4 2018 | $644,000 | -7.2% | 15,378 | +1.1% | 0.17% | +5.7% |
| Q3 2018 | $694,000 | -6.5% | 15,210 | -2.2% | 0.16% | -11.3% |
| Q2 2018 | $742,000 | -16.0% | 15,553 | -4.8% | 0.18% | -15.3% |
| Q1 2018 | $883,000 | -3.1% | 16,343 | -6.4% | 0.21% | -1.4% |
| Q4 2017 | $911,000 | +3.6% | 17,461 | -2.6% | 0.21% | +1.4% |
| Q3 2017 | $879,000 | +6.9% | 17,930 | -0.2% | 0.21% | 0.0% |
| Q2 2017 | $822,000 | +0.5% | 17,970 | -1.4% | 0.21% | -1.4% |
| Q1 2017 | $818,000 | +8.5% | 18,221 | -5.5% | 0.21% | +5.5% |
| Q4 2016 | $754,000 | -13.8% | 19,281 | -8.0% | 0.20% | -14.5% |
| Q3 2016 | $875,000 | -19.5% | 20,956 | -25.3% | 0.24% | -22.4% |
| Q2 2016 | $1,087,000 | -11.6% | 28,059 | -13.9% | 0.30% | -13.2% |
| Q1 2016 | $1,230,000 | +5.6% | 32,570 | -2.0% | 0.35% | +0.6% |
| Q4 2015 | $1,165,000 | -4.9% | 33,242 | -3.3% | 0.35% | -6.7% |
| Q3 2015 | $1,225,000 | -22.0% | 34,390 | -5.0% | 0.37% | -21.0% |
| Q2 2015 | $1,571,000 | -5.4% | 36,205 | -3.5% | 0.47% | -6.0% |
| Q1 2015 | $1,660,000 | -0.4% | 37,529 | -2.8% | 0.50% | -1.6% |
| Q4 2014 | $1,667,000 | -74.1% | 38,618 | -72.3% | 0.51% | -74.0% |
| Q3 2014 | $6,445,000 | -52.9% | 139,445 | -51.1% | 1.96% | -50.6% |
| Q2 2014 | $13,692,000 | +6.9% | 285,370 | +3.8% | 3.97% | +3.4% |
| Q1 2014 | $12,814,000 | +4.5% | 274,927 | +3.3% | 3.84% | +2.9% |
| Q4 2013 | $12,261,000 | +1.0% | 266,018 | +2.3% | 3.73% | -5.2% |
| Q3 2013 | $12,135,000 | +1197.9% | 260,126 | +1180.7% | 3.94% | +1149.5% |
| Q2 2013 | $935,000 | – | 20,312 | – | 0.32% | – |
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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% |