WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 198 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 4.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209,943 | +10.5% | 26,155 | +11.2% | 0.03% | +4.0% |
| Q2 2023 | $1,094,817 | +12.3% | 23,529 | +10.5% | 0.02% | -3.8% |
| Q1 2023 | $975,079 | +26.7% | 21,294 | +21.7% | 0.03% | +36.8% |
| Q4 2022 | $769,466 | +151.5% | 17,491 | +127.8% | 0.02% | +111.1% |
| Q3 2022 | $306,000 | -5.3% | 7,679 | +6.0% | 0.01% | +12.5% |
| Q2 2022 | $323,000 | -4.7% | 7,243 | +13.9% | 0.01% | 0.0% |
| Q1 2022 | $339,000 | +4.3% | 6,360 | +3.7% | 0.01% | +14.3% |
| Q4 2021 | $325,000 | +2066.7% | 6,133 | +1758.5% | 0.01% | +600.0% |
| Q3 2018 | $15,000 | -16.7% | 330 | +1.2% | 0.00% | 0.0% |
| Q1 2018 | $18,000 | +5.9% | 326 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $17,000 | – | 326 | – | 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% |