WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 141 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $682,828 | +5.8% | 14,675 | +4.1% | 0.11% | -3.4% |
| Q1 2023 | $645,639 | +4.1% | 14,100 | 0.0% | 0.12% | +5.4% |
| Q4 2022 | $620,259 | +10.6% | 14,100 | 0.0% | 0.11% | -5.9% |
| Q3 2022 | $561,000 | -10.8% | 14,100 | 0.0% | 0.12% | -8.5% |
| Q2 2022 | $629,000 | -16.4% | 14,100 | 0.0% | 0.13% | 0.0% |
| Q1 2022 | $752,000 | +0.8% | 14,100 | 0.0% | 0.13% | -1.5% |
| Q4 2021 | $746,000 | -1.1% | 14,100 | 0.0% | 0.13% | +8.3% |
| Q3 2021 | $754,000 | -1.8% | 14,100 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $768,000 | +2.4% | 14,100 | 0.0% | 0.12% | -8.3% |
| Q1 2021 | $750,000 | +11.4% | 14,100 | 0.0% | 0.13% | +26.9% |
| Q4 2020 | $673,000 | +15.4% | 14,100 | 0.0% | 0.10% | -8.0% |
| Q3 2020 | $583,000 | +6.0% | 14,100 | 0.0% | 0.11% | +0.9% |
| Q2 2020 | $550,000 | +18.0% | 14,100 | 0.0% | 0.11% | -5.1% |
| Q1 2020 | $466,000 | -30.9% | 14,100 | 0.0% | 0.12% | -18.6% |
| Q4 2019 | $674,000 | +1334.0% | 14,100 | +1075.0% | 0.14% | +866.7% |
| Q4 2016 | $47,000 | – | 1,200 | – | 0.02% | – |
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% |