WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 179 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4 | +100.0% | 97 | +61.7% | 0.00% | – |
| Q2 2023 | $2 | -98.9% | 60 | -98.5% | 0.00% | – |
| Q1 2023 | $183 | -11.2% | 4,006 | -14.8% | 0.00% | – |
| Q4 2022 | $206 | -99.4% | 4,704 | +474.4% | 0.00% | – |
| Q3 2022 | $32,000 | -69.5% | 819 | -65.4% | 0.00% | – |
| Q2 2022 | $105,000 | +1212.5% | 2,366 | +1436.4% | 0.00% | – |
| Q4 2021 | $8,000 | -89.3% | 154 | -88.9% | 0.00% | – |
| Q3 2021 | $75,000 | -6.2% | 1,384 | -6.5% | 0.00% | – |
| Q2 2021 | $80,000 | +27.0% | 1,480 | +10.4% | 0.00% | – |
| Q4 2020 | $63,000 | +384.6% | 1,341 | +299.1% | 0.00% | – |
| Q3 2020 | $13,000 | -84.1% | 336 | -86.5% | 0.00% | – |
| Q1 2020 | $82,000 | +26.2% | 2,487 | +81.8% | 0.00% | – |
| Q4 2019 | $65,000 | +400.0% | 1,368 | +350.0% | 0.00% | – |
| Q3 2019 | $13,000 | 0.0% | 304 | +5.6% | 0.00% | – |
| Q2 2019 | $13,000 | -78.3% | 288 | -77.5% | 0.00% | – |
| Q1 2019 | $60,000 | +5900.0% | 1,280 | +3182.1% | 0.00% | – |
| Q4 2018 | $1,000 | -75.0% | 39 | -55.7% | 0.00% | – |
| Q3 2018 | $4,000 | -81.8% | 88 | -81.6% | 0.00% | – |
| Q2 2018 | $22,000 | -62.1% | 478 | -55.5% | 0.00% | -100.0% |
| Q1 2018 | $58,000 | +625.0% | 1,075 | +503.9% | 0.00% | – |
| Q3 2017 | $8,000 | -57.9% | 178 | -61.4% | 0.00% | -100.0% |
| Q3 2016 | $19,000 | – | 461 | +5022.2% | 0.00% | – |
| Q2 2015 | $0 | -100.0% | 9 | -93.9% | 0.00% | -100.0% |
| Q1 2015 | $6,000 | – | 147 | – | 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% |