WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 193 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,474,823 | +66.6% | 31,879 | +67.6% | 0.00% | 0.0% |
| Q2 2023 | $885,383 | +37.9% | 19,022 | +35.6% | 0.00% | +100.0% |
| Q1 2023 | $642,234 | -4.4% | 14,024 | -8.2% | 0.00% | 0.0% |
| Q4 2022 | $672,082 | +16.7% | 15,271 | +5.6% | 0.00% | 0.0% |
| Q3 2022 | $576,000 | -11.2% | 14,465 | -0.7% | 0.00% | 0.0% |
| Q2 2022 | $649,000 | -62.2% | 14,568 | -23.8% | 0.00% | -66.7% |
| Q1 2022 | $1,718,000 | +78.0% | 19,125 | +5.0% | 0.00% | +50.0% |
| Q4 2021 | $965,000 | -16.2% | 18,216 | -15.4% | 0.00% | 0.0% |
| Q3 2021 | $1,152,000 | +5.3% | 21,539 | +7.2% | 0.00% | 0.0% |
| Q2 2021 | $1,094,000 | +0.7% | 20,091 | -5.2% | 0.00% | -33.3% |
| Q1 2021 | $1,086,000 | -27.3% | 21,193 | -32.3% | 0.00% | -25.0% |
| Q4 2020 | $1,494,000 | +12.7% | 31,306 | -2.5% | 0.00% | 0.0% |
| Q3 2020 | $1,326,000 | +50.7% | 32,103 | +42.3% | 0.00% | +33.3% |
| Q2 2020 | $880,000 | -66.0% | 22,557 | -71.2% | 0.00% | -72.7% |
| Q1 2020 | $2,590,000 | – | 78,376 | – | 0.01% | – |
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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% |