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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $8,000 | -63.6% | 149 | -62.9% | 0.00% | – |
| Q2 2021 | $22,000 | -4.3% | 402 | -10.7% | 0.00% | – |
| Q1 2021 | $23,000 | +9.5% | 450 | 0.0% | 0.00% | – |
| Q4 2020 | $21,000 | +10.5% | 450 | 0.0% | 0.00% | – |
| Q3 2020 | $19,000 | -85.8% | 450 | -86.6% | 0.00% | -100.0% |
| Q2 2020 | $134,000 | +26.4% | 3,369 | +1.3% | 0.00% | 0.0% |
| Q1 2020 | $106,000 | -15.9% | 3,326 | +16.8% | 0.00% | -50.0% |
| Q3 2019 | $126,000 | -3.1% | 2,848 | +3.1% | 0.00% | -20.0% |
| Q2 2019 | $130,000 | 0.0% | 2,762 | +0.2% | 0.01% | 0.0% |
| Q1 2019 | $130,000 | – | 2,757 | – | 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% |