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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $226,000 | +17.7% | 5,800 | 0.0% | 0.01% | -25.0% |
| Q1 2020 | $192,000 | -31.9% | 5,800 | -1.6% | 0.01% | -20.0% |
| Q4 2019 | $282,000 | +8.0% | 5,893 | 0.0% | 0.01% | -9.1% |
| Q3 2019 | $261,000 | -5.8% | 5,893 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $277,000 | -0.4% | 5,893 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $278,000 | +12.6% | 5,893 | 0.0% | 0.01% | +9.1% |
| Q4 2018 | $247,000 | -8.2% | 5,893 | 0.0% | 0.01% | -8.3% |
| Q3 2018 | $269,000 | -4.3% | 5,893 | 0.0% | 0.01% | -7.7% |
| Q2 2018 | $281,000 | -11.6% | 5,893 | 0.0% | 0.01% | -7.1% |
| Q1 2018 | $318,000 | +5.3% | 5,893 | +1.6% | 0.01% | +7.7% |
| Q4 2017 | $302,000 | +6.3% | 5,800 | 0.0% | 0.01% | +8.3% |
| Q3 2017 | $284,000 | +7.2% | 5,800 | 0.0% | 0.01% | +9.1% |
| Q2 2017 | $265,000 | +1.9% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $260,000 | +14.5% | 5,800 | 0.0% | 0.01% | +10.0% |
| Q4 2016 | $227,000 | -6.2% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $242,000 | +7.6% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $225,000 | +2.7% | 5,800 | 0.0% | 0.01% | +11.1% |
| Q1 2016 | $219,000 | +7.9% | 5,800 | 0.0% | 0.01% | +28.6% |
| Q4 2015 | $203,000 | -1.9% | 5,800 | 0.0% | 0.01% | -12.5% |
| Q3 2015 | $207,000 | -17.9% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $252,000 | -1.9% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $257,000 | +2.8% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $250,000 | -6.7% | 5,800 | 0.0% | 0.01% | -11.1% |
| Q3 2014 | $268,000 | -3.6% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $278,000 | +3.0% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $270,000 | +1.1% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $267,000 | – | 5,800 | – | 0.01% | – |
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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% |