WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 171 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $917,000 | -15.7% | 19,213 | -5.5% | 0.02% | 0.0% |
| Q3 2021 | $1,088,000 | +1.4% | 20,339 | +3.2% | 0.02% | +4.8% |
| Q2 2021 | $1,073,000 | +9.5% | 19,703 | +3.1% | 0.02% | -8.7% |
| Q1 2021 | $980,000 | +6.9% | 19,102 | -0.6% | 0.02% | +4.5% |
| Q4 2020 | $917,000 | +14.6% | 19,213 | -0.7% | 0.02% | 0.0% |
| Q3 2020 | $800,000 | -2.2% | 19,357 | -7.7% | 0.02% | -12.0% |
| Q2 2020 | $818,000 | +16.9% | 20,972 | -1.0% | 0.02% | 0.0% |
| Q1 2020 | $700,000 | -34.3% | 21,190 | -4.9% | 0.02% | -19.4% |
| Q4 2019 | $1,066,000 | – | 22,284 | – | 0.03% | – |
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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% |