WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 201 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 2.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $422,000 | -16.3% | 9,472 | 0.0% | 0.18% | -0.6% |
| Q1 2022 | $504,000 | -14.4% | 9,472 | -14.8% | 0.18% | -10.2% |
| Q4 2021 | $589,000 | -0.8% | 11,122 | 0.0% | 0.20% | -9.3% |
| Q3 2021 | $594,000 | +4.2% | 11,122 | 0.0% | 0.22% | -4.4% |
| Q1 2021 | $570,000 | +7.3% | 11,122 | 0.0% | 0.23% | -4.6% |
| Q4 2020 | $531,000 | +11.3% | 11,122 | -3.5% | 0.24% | -0.8% |
| Q3 2020 | $477,000 | +2.6% | 11,527 | -2.8% | 0.24% | -6.6% |
| Q2 2020 | $465,000 | +9.2% | 11,856 | -8.3% | 0.26% | -9.9% |
| Q1 2020 | $426,000 | -31.2% | 12,936 | -0.7% | 0.28% | -8.7% |
| Q4 2019 | $619,000 | +7.5% | 13,030 | -0.3% | 0.31% | -1.3% |
| Q3 2019 | $576,000 | -7.2% | 13,063 | -1.1% | 0.32% | -8.2% |
| Q2 2019 | $621,000 | -0.2% | 13,207 | 0.0% | 0.34% | -32.2% |
| Q1 2019 | $622,000 | -69.5% | 13,207 | -72.9% | 0.51% | -73.0% |
| Q4 2018 | $2,040,000 | -6.9% | 48,656 | +1.3% | 1.88% | +56.8% |
| Q3 2018 | $2,192,000 | -1.1% | 48,017 | +3.4% | 1.20% | -6.0% |
| Q2 2018 | $2,216,000 | -13.5% | 46,460 | -2.0% | 1.27% | -11.1% |
| Q1 2018 | $2,563,000 | +11.0% | 47,421 | +7.1% | 1.43% | +10.8% |
| Q4 2017 | $2,310,000 | – | 44,286 | – | 1.29% | – |
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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% |