WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 184 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $7,000 | 0.0% | 158 | -16.4% | 0.00% | – |
| Q1 2020 | $7,000 | -41.7% | 189 | -22.5% | 0.00% | – |
| Q4 2019 | $12,000 | +9.1% | 244 | 0.0% | 0.00% | – |
| Q3 2019 | $11,000 | +10.0% | 244 | +19.0% | 0.00% | – |
| Q2 2019 | $10,000 | +25.0% | 205 | +29.7% | 0.00% | – |
| Q1 2019 | $8,000 | +14.3% | 158 | 0.0% | 0.00% | – |
| Q4 2018 | $7,000 | 0.0% | 158 | +6.0% | 0.00% | – |
| Q3 2018 | $7,000 | 0.0% | 149 | +3.5% | 0.00% | – |
| Q2 2018 | $7,000 | -12.5% | 144 | 0.0% | 0.00% | – |
| Q1 2018 | $8,000 | -33.3% | 144 | -38.2% | 0.00% | – |
| Q4 2017 | $12,000 | +9.1% | 233 | -0.4% | 0.00% | – |
| Q3 2017 | $11,000 | 0.0% | 234 | 0.0% | 0.00% | – |
| Q2 2017 | $11,000 | 0.0% | 234 | -2.5% | 0.00% | – |
| Q1 2017 | $11,000 | +22.2% | 240 | +0.8% | 0.00% | – |
| Q4 2016 | $9,000 | -10.0% | 238 | 0.0% | 0.00% | – |
| Q3 2016 | $10,000 | +11.1% | 238 | 0.0% | 0.00% | – |
| Q2 2016 | $9,000 | 0.0% | 238 | +4.8% | 0.00% | – |
| Q1 2016 | $9,000 | 0.0% | 227 | -9.9% | 0.00% | – |
| Q4 2015 | $9,000 | 0.0% | 252 | 0.0% | 0.00% | – |
| Q3 2015 | $9,000 | -18.2% | 252 | 0.0% | 0.00% | – |
| Q2 2015 | $11,000 | +10.0% | 252 | +14.5% | 0.00% | – |
| Q1 2015 | $10,000 | 0.0% | 220 | 0.0% | 0.00% | – |
| Q4 2014 | $10,000 | – | 220 | – | 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% |