WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 138 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $48,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $48,000 | -2.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $49,000 | +6.5% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $46,000 | -42.5% | 900 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $80,000 | +116.2% | 1,800 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $37,000 | +5.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $35,000 | +16.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $30,000 | -63.9% | 900 | -50.0% | 0.00% | -33.3% |
| Q4 2019 | $83,000 | +107.5% | 1,800 | +100.0% | 0.00% | 0.0% |
| Q3 2019 | $40,000 | -4.8% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $42,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $42,000 | +10.5% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $38,000 | -7.3% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $41,000 | -4.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $43,000 | -12.2% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $49,000 | +4.3% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $47,000 | +6.8% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $44,000 | +7.3% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $41,000 | +2.5% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $40,000 | +14.3% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $35,000 | -7.9% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $38,000 | +8.6% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $35,000 | +2.9% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $34,000 | -46.0% | 900 | -50.0% | 0.00% | -40.0% |
| Q4 2015 | $63,000 | -1.6% | 1,800 | 0.0% | 0.01% | -16.7% |
| Q3 2015 | $64,000 | -28.1% | 1,800 | -12.2% | 0.01% | -14.3% |
| Q2 2015 | $89,000 | -2.2% | 2,050 | 0.0% | 0.01% | -12.5% |
| Q1 2015 | $91,000 | +16.7% | 2,050 | +13.9% | 0.01% | +33.3% |
| Q4 2014 | $78,000 | -6.0% | 1,800 | 0.0% | 0.01% | -14.3% |
| Q3 2014 | $83,000 | -3.5% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $86,000 | +2.4% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $84,000 | – | 1,800 | – | 0.01% | – |
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% |