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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,365,162 | -51.0% | 29,511 | -50.7% | 0.06% | 0.0% |
| Q2 2023 | $2,783,344 | +103.4% | 59,818 | +100.1% | 0.06% | -29.5% |
| Q1 2023 | $1,368,514 | +15.5% | 29,887 | +10.9% | 0.08% | +110.8% |
| Q4 2022 | $1,185,118 | -11.5% | 26,941 | -19.9% | 0.04% | -68.1% |
| Q3 2022 | $1,339,000 | -7.2% | 33,635 | +4.1% | 0.12% | -4.1% |
| Q2 2022 | $1,443,000 | -15.1% | 32,319 | +1.4% | 0.12% | +0.8% |
| Q1 2022 | $1,699,000 | +5.3% | 31,872 | +4.5% | 0.12% | +4.3% |
| Q4 2021 | $1,614,000 | -0.7% | 30,507 | +0.3% | 0.12% | -18.4% |
| Q3 2021 | $1,626,000 | +3.7% | 30,405 | +5.6% | 0.14% | +1.4% |
| Q2 2021 | $1,568,000 | +9.3% | 28,780 | +2.9% | 0.14% | -4.8% |
| Q1 2021 | $1,435,000 | +10.9% | 27,974 | +3.2% | 0.15% | -2.7% |
| Q4 2020 | $1,294,000 | +21.6% | 27,113 | +5.4% | 0.15% | +0.7% |
| Q3 2020 | $1,064,000 | +6.5% | 25,727 | +0.4% | 0.15% | -5.7% |
| Q2 2020 | $999,000 | +13.9% | 25,614 | +1.2% | 0.16% | -3.1% |
| Q1 2020 | $877,000 | -15.0% | 25,321 | +16.2% | 0.16% | -22.7% |
| Q4 2019 | $1,032,000 | +26.0% | 21,789 | +20.2% | 0.21% | +9.9% |
| Q3 2019 | $819,000 | +32.7% | 18,123 | +38.1% | 0.19% | +33.3% |
| Q2 2019 | $617,000 | +6.2% | 13,123 | +6.9% | 0.14% | +6.7% |
| Q1 2019 | $581,000 | +72.9% | 12,280 | +58.1% | 0.14% | +57.0% |
| Q4 2018 | $336,000 | +60.8% | 7,767 | +70.1% | 0.09% | +68.6% |
| Q3 2018 | $209,000 | +5125.0% | 4,567 | +5755.1% | 0.05% | +5000.0% |
| Q2 2017 | $4,000 | -99.7% | 78 | -99.8% | 0.00% | -99.1% |
| Q3 2011 | $1,339,000 | – | 33,635 | – | 0.12% | – |
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% |