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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,923,000 | 0.0% | 4,923 | -94.9% | 3.79% | +19.3% |
| Q1 2021 | $4,923,000 | +25.1% | 95,980 | +16.4% | 3.17% | +11.2% |
| Q4 2020 | $3,936,000 | +29.3% | 82,475 | +12.0% | 2.85% | -3.8% |
| Q3 2020 | $3,044,000 | +7.4% | 73,621 | +1.3% | 2.97% | +2.7% |
| Q2 2020 | $2,835,000 | +23.1% | 72,685 | +4.2% | 2.89% | +20.9% |
| Q1 2020 | $2,303,000 | -8.1% | 69,737 | +33.1% | 2.39% | +14.5% |
| Q4 2019 | $2,505,000 | – | 52,376 | – | 2.09% | – |
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% |