WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 178 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.58 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $391 | -21.8% | 8,451 | -21.3% | 0.00% | -50.0% |
Q2 2023 | $500 | -21.5% | 10,736 | -22.8% | 0.00% | 0.0% |
Q1 2023 | $637 | +9.3% | 13,905 | +4.9% | 0.00% | 0.0% |
Q4 2022 | $583 | -100.0% | 13,260 | -48.8% | 0.00% | -50.0% |
Q2 2021 | $1,411,000 | -12.2% | 25,907 | -17.3% | 0.00% | -20.0% |
Q1 2021 | $1,607,000 | +598.7% | 31,339 | +542.5% | 0.01% | +400.0% |
Q1 2019 | $230,000 | -70.1% | 4,878 | -73.4% | 0.00% | -75.0% |
Q4 2018 | $769,000 | +19.2% | 18,358 | +29.9% | 0.00% | +33.3% |
Q3 2018 | $645,000 | +30.3% | 14,128 | +36.0% | 0.00% | +50.0% |
Q2 2018 | $495,000 | +3.6% | 10,388 | +17.3% | 0.00% | 0.0% |
Q1 2018 | $478,000 | +10.1% | 8,853 | +6.5% | 0.00% | 0.0% |
Q4 2017 | $434,000 | 0.0% | 8,313 | -6.0% | 0.00% | 0.0% |
Q3 2017 | $434,000 | +13.3% | 8,848 | +5.7% | 0.00% | 0.0% |
Q2 2017 | $383,000 | -45.9% | 8,373 | -50.7% | 0.00% | -33.3% |
Q3 2016 | $708,000 | – | 16,970 | – | 0.00% | – |
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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% |