WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 169 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,275 | +1.1% | 935 | +1.6% | 0.00% | 0.0% |
| Q2 2023 | $42,809 | +3.6% | 920 | +2.0% | 0.00% | 0.0% |
| Q1 2023 | $41,313 | +4.4% | 902 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $39,589 | +10.0% | 900 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $36,000 | -7.7% | 894 | +2.1% | 0.00% | 0.0% |
| Q2 2022 | $39,000 | -15.2% | 876 | +2.5% | 0.00% | 0.0% |
| Q1 2022 | $46,000 | +2.2% | 855 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $45,000 | 0.0% | 853 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | 0.0% | 843 | +1.2% | 0.00% | 0.0% |
| Q2 2021 | $45,000 | +7.1% | 833 | +1.3% | 0.00% | 0.0% |
| Q1 2021 | $42,000 | +7.7% | 822 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $39,000 | +14.7% | 820 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $34,000 | +9.7% | 812 | +1.6% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | +19.2% | 799 | +1.4% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | – | 788 | – | 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% |