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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,489,000 | +1.2% | 66,022 | +2.4% | 0.19% | -3.6% |
| Q3 2021 | $3,447,000 | +4.3% | 64,459 | +6.2% | 0.19% | +3.2% |
| Q2 2021 | $3,306,000 | +11.3% | 60,699 | +4.8% | 0.19% | +2.2% |
| Q1 2021 | $2,970,000 | +22.3% | 57,911 | +13.8% | 0.18% | +13.0% |
| Q4 2020 | $2,429,000 | +19.7% | 50,901 | +3.7% | 0.16% | +3.2% |
| Q3 2020 | $2,029,000 | +13.6% | 49,087 | +7.2% | 0.16% | +5.4% |
| Q2 2020 | $1,786,000 | +18.9% | 45,790 | +0.6% | 0.15% | +1.4% |
| Q1 2020 | $1,502,000 | -72.7% | 45,500 | -60.5% | 0.15% | -66.4% |
| Q4 2019 | $5,508,000 | +104.1% | 115,201 | +89.0% | 0.44% | +85.6% |
| Q3 2019 | $2,699,000 | +13.1% | 60,946 | +20.1% | 0.24% | +13.5% |
| Q2 2019 | $2,386,000 | +1203.8% | 50,729 | +1199.1% | 0.21% | +1123.5% |
| Q1 2019 | $183,000 | +12.3% | 3,905 | +2.3% | 0.02% | -5.6% |
| Q4 2018 | $163,000 | +1064.3% | 3,818 | +1067.6% | 0.02% | +1700.0% |
| Q3 2018 | $14,000 | -6.7% | 327 | 0.0% | 0.00% | -50.0% |
| Q2 2018 | $15,000 | -11.8% | 327 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $17,000 | – | 327 | +1943.8% | 0.00% | – |
| Q4 2016 | $0 | – | 16 | – | 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% |