WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 187 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $53,000 | +29.3% | 1,000 | +17.6% | 0.00% | 0.0% |
| Q4 2020 | $41,000 | +485.7% | 850 | +403.0% | 0.00% | – |
| Q3 2020 | $7,000 | 0.0% | 169 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | +16.7% | 169 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -97.8% | 169 | -97.1% | 0.00% | -100.0% |
| Q1 2019 | $277,000 | +12.6% | 5,870 | 0.0% | 0.03% | -11.4% |
| Q4 2018 | $246,000 | – | 5,870 | – | 0.04% | – |
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% |