WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341,906 | -1.6% | 7,391 | -1.1% | 0.00% | -50.0% |
| Q2 2023 | $347,610 | -14.1% | 7,471 | -15.5% | 0.00% | +100.0% |
| Q1 2023 | $404,875 | +4.2% | 8,842 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $388,740 | -35.2% | 8,837 | -41.3% | 0.00% | -50.0% |
| Q3 2022 | $600,000 | -17.1% | 15,059 | -7.2% | 0.00% | 0.0% |
| Q2 2022 | $724,000 | -10.9% | 16,225 | +6.3% | 0.00% | 0.0% |
| Q1 2022 | $813,000 | -5.5% | 15,257 | -6.1% | 0.00% | 0.0% |
| Q4 2021 | $860,000 | +75.5% | 16,255 | +77.3% | 0.00% | +100.0% |
| Q3 2021 | $490,000 | +14.5% | 9,167 | +16.7% | 0.00% | 0.0% |
| Q2 2021 | $428,000 | +29.3% | 7,852 | +21.5% | 0.00% | 0.0% |
| Q1 2021 | $331,000 | +2.8% | 6,463 | -4.2% | 0.00% | 0.0% |
| Q4 2020 | $322,000 | +22.0% | 6,745 | +5.8% | 0.00% | 0.0% |
| Q3 2020 | $264,000 | +7.8% | 6,375 | +1.4% | 0.00% | 0.0% |
| Q2 2020 | $245,000 | -38.1% | 6,284 | -47.5% | 0.00% | -50.0% |
| Q1 2020 | $396,000 | -11.4% | 11,975 | +28.0% | 0.00% | 0.0% |
| Q4 2019 | $447,000 | +35.9% | 9,358 | +25.9% | 0.00% | 0.0% |
| Q3 2019 | $329,000 | -8.4% | 7,431 | -2.5% | 0.00% | 0.0% |
| Q2 2019 | $359,000 | -34.6% | 7,623 | -34.6% | 0.00% | -33.3% |
| Q1 2019 | $549,000 | +25.3% | 11,664 | +11.6% | 0.00% | 0.0% |
| Q4 2018 | $438,000 | +36.0% | 10,456 | +48.4% | 0.00% | +50.0% |
| Q3 2018 | $322,000 | -95.2% | 7,044 | -95.0% | 0.00% | -94.6% |
| Q2 2018 | $6,677,000 | -6.7% | 139,996 | +5.8% | 0.04% | -22.9% |
| Q1 2018 | $7,153,000 | +104.2% | 132,357 | +97.1% | 0.05% | +108.7% |
| Q4 2017 | $3,503,000 | +1091.5% | 67,164 | +1019.6% | 0.02% | +1050.0% |
| Q3 2017 | $294,000 | – | 5,999 | – | 0.00% | – |
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% |