WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 166 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,194,000 | -69.9% | 26,746 | -64.1% | 0.35% | -57.6% |
| Q1 2022 | $3,973,000 | +30.9% | 74,548 | +30.0% | 0.82% | +37.6% |
| Q4 2021 | $3,034,000 | +22.3% | 57,341 | +23.6% | 0.60% | +8.4% |
| Q3 2021 | $2,481,000 | +11.9% | 46,395 | +12.4% | 0.55% | +13.2% |
| Q2 2021 | $2,217,000 | +84.8% | 41,284 | +76.5% | 0.48% | +73.2% |
| Q1 2021 | $1,200,000 | +4344.4% | 23,389 | +3967.7% | 0.28% | +4566.7% |
| Q4 2020 | $27,000 | -90.1% | 575 | -91.7% | 0.01% | -93.5% |
| Q2 2020 | $272,000 | – | 6,966 | – | 0.09% | – |
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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% |