WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $489,014 | -1.5% | 10,571 | -0.9% | 0.01% | 0.0% |
| Q2 2023 | $496,522 | +1.6% | 10,671 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $488,625 | +5.9% | 10,671 | +1.7% | 0.01% | -15.4% |
| Q4 2022 | $461,411 | +6.3% | 10,489 | -3.7% | 0.01% | -18.8% |
| Q3 2022 | $434,000 | -7.1% | 10,889 | +4.1% | 0.02% | -20.0% |
| Q2 2022 | $467,000 | +12.5% | 10,458 | +34.3% | 0.02% | +25.0% |
| Q1 2022 | $415,000 | +26.1% | 7,786 | +25.1% | 0.02% | +33.3% |
| Q4 2021 | $329,000 | +21.4% | 6,223 | +22.7% | 0.01% | +9.1% |
| Q3 2021 | $271,000 | +21.0% | 5,072 | +23.2% | 0.01% | +22.2% |
| Q2 2021 | $224,000 | – | 4,116 | – | 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% |