WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 150 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,390 | -0.6% | 1,500 | 0.0% | 0.05% | +4.3% |
| Q2 2023 | $69,795 | +1.6% | 1,500 | 0.0% | 0.05% | -2.1% |
| Q1 2023 | $68,685 | +4.1% | 1,500 | 0.0% | 0.05% | +2.1% |
| Q4 2022 | $65,985 | +10.0% | 1,500 | 0.0% | 0.05% | -2.1% |
| Q3 2022 | $60,000 | -10.4% | 1,500 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $67,000 | -16.2% | 1,500 | 0.0% | 0.05% | +4.3% |
| Q1 2022 | $80,000 | +1.3% | 1,500 | 0.0% | 0.05% | +14.6% |
| Q4 2021 | $79,000 | -1.2% | 1,500 | 0.0% | 0.04% | -10.9% |
| Q3 2021 | $80,000 | -2.4% | 1,500 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $82,000 | +6.5% | 1,500 | 0.0% | 0.05% | -8.0% |
| Q1 2021 | $77,000 | +6.9% | 1,500 | 0.0% | 0.05% | -3.8% |
| Q4 2020 | $72,000 | +16.1% | 1,500 | 0.0% | 0.05% | -8.8% |
| Q3 2020 | $62,000 | +5.1% | 1,500 | 0.0% | 0.06% | -12.3% |
| Q2 2020 | $59,000 | +18.0% | 1,500 | 0.0% | 0.06% | +3.2% |
| Q1 2020 | $50,000 | -55.0% | 1,500 | -35.6% | 0.06% | -31.5% |
| Q4 2019 | $111,000 | – | 2,329 | – | 0.09% | – |
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% |