WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $463,386 | +61.4% | 10,017 | +62.3% | 0.05% | +95.8% |
Q2 2023 | $287,137 | +4.1% | 6,171 | +2.4% | 0.02% | -14.3% |
Q1 2023 | $275,839 | +5.2% | 6,024 | +1.0% | 0.03% | +21.7% |
Q4 2022 | $262,268 | +15.0% | 5,962 | +4.2% | 0.02% | +4.5% |
Q3 2022 | $228,000 | -1.3% | 5,724 | +7.8% | 0.02% | +4.8% |
Q2 2022 | $231,000 | -13.2% | 5,312 | +6.6% | 0.02% | +5.0% |
Q1 2022 | $266,000 | +0.8% | 4,982 | 0.0% | 0.02% | -4.8% |
Q4 2021 | $264,000 | 0.0% | 4,982 | +0.9% | 0.02% | -12.5% |
Q3 2021 | $264,000 | -0.8% | 4,939 | +1.0% | 0.02% | -4.0% |
Q2 2021 | $266,000 | +6.8% | 4,890 | +0.9% | 0.02% | 0.0% |
Q1 2021 | $249,000 | +9.7% | 4,845 | +1.7% | 0.02% | -3.8% |
Q4 2020 | $227,000 | +11.3% | 4,766 | -8.7% | 0.03% | -10.3% |
Q2 2020 | $204,000 | -6.0% | 5,221 | +14.9% | 0.03% | -23.7% |
Q4 2019 | $217,000 | +8.0% | 4,545 | 0.0% | 0.04% | 0.0% |
Q3 2019 | $201,000 | -4.7% | 4,545 | +1.1% | 0.04% | -9.5% |
Q2 2019 | $211,000 | +2.9% | 4,495 | +3.5% | 0.04% | -4.5% |
Q1 2019 | $205,000 | +1.5% | 4,343 | -2.0% | 0.04% | -2.2% |
Q3 2018 | $202,000 | -5.6% | 4,431 | +11.8% | 0.04% | -16.7% |
Q1 2018 | $214,000 | +1.9% | 3,963 | -1.7% | 0.05% | +1.9% |
Q4 2017 | $210,000 | – | 4,033 | – | 0.05% | – |
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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% |