WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 172 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,753 | -43.4% | 81,967 | -45.6% | 0.15% | -54.4% |
| Q4 2022 | $6,628 | -99.8% | 150,674 | +83.2% | 0.33% | +184.6% |
| Q4 2021 | $4,352,000 | +1792.2% | 82,230 | +1809.7% | 0.12% | +1200.0% |
| Q3 2021 | $230,000 | -94.5% | 4,306 | -94.4% | 0.01% | -95.7% |
| Q2 2021 | $4,166,000 | +926.1% | 76,464 | +678.6% | 0.21% | +593.3% |
| Q3 2020 | $406,000 | -71.4% | 9,821 | -73.0% | 0.03% | -73.2% |
| Q2 2020 | $1,421,000 | -39.9% | 36,431 | -31.7% | 0.11% | -32.5% |
| Q3 2019 | $2,363,000 | +969.2% | 53,334 | +1036.2% | 0.17% | +1176.9% |
| Q1 2019 | $221,000 | -71.9% | 4,694 | -75.0% | 0.01% | -72.9% |
| Q4 2018 | $786,000 | +138.9% | 18,762 | +160.0% | 0.05% | +26.3% |
| Q3 2018 | $329,000 | -89.6% | 7,217 | -88.8% | 0.04% | -88.8% |
| Q3 2017 | $3,155,000 | +132.8% | 64,343 | +117.2% | 0.34% | +226.9% |
| Q2 2017 | $1,355,000 | +8368.8% | 29,620 | +7159.8% | 0.10% | +10300.0% |
| Q4 2016 | $16,000 | -91.2% | 408 | -91.5% | 0.00% | -94.4% |
| Q1 2016 | $181,000 | -71.5% | 4,792 | -73.1% | 0.02% | -88.8% |
| Q3 2015 | $635,000 | +176.1% | 17,832 | +236.3% | 0.16% | +265.9% |
| Q2 2015 | $230,000 | +521.6% | 5,303 | +541.2% | 0.04% | +450.0% |
| Q1 2015 | $37,000 | -98.2% | 827 | -98.3% | 0.01% | -96.6% |
| Q4 2014 | $2,066,000 | +5976.5% | 47,867 | +6394.8% | 0.23% | +5700.0% |
| Q3 2014 | $34,000 | – | 737 | – | 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% |