WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 198 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 4.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,496 | -36.7% | 8,009 | -36.4% | 0.10% | -38.6% |
| Q2 2023 | $585,515 | -1.9% | 12,584 | -3.5% | 0.17% | -0.6% |
| Q1 2023 | $596,835 | +102625.5% | 13,034 | -1.4% | 0.17% | -8.5% |
| Q4 2022 | $581 | -99.9% | 13,217 | +0.0% | 0.19% | +2.7% |
| Q3 2022 | $526,000 | -10.7% | 13,212 | +0.1% | 0.18% | -3.7% |
| Q2 2022 | $589,000 | -21.5% | 13,196 | -6.3% | 0.19% | -8.7% |
| Q1 2022 | $750,000 | -2.2% | 14,080 | -2.9% | 0.21% | -3.3% |
| Q4 2021 | $767,000 | -11.1% | 14,494 | -10.2% | 0.22% | -18.3% |
| Q3 2021 | $863,000 | -24.6% | 16,133 | -23.2% | 0.26% | -24.4% |
| Q2 2021 | $1,144,000 | +13.7% | 21,002 | +7.1% | 0.35% | +7.1% |
| Q1 2021 | $1,006,000 | -3.1% | 19,617 | -9.8% | 0.32% | -10.5% |
| Q4 2020 | $1,038,000 | +7.6% | 21,758 | -6.8% | 0.36% | -6.7% |
| Q3 2020 | $965,000 | -52.5% | 23,347 | -55.2% | 0.39% | -38.6% |
| Q2 2020 | $2,032,000 | +80.6% | 52,108 | +53.0% | 0.63% | +27.3% |
| Q1 2020 | $1,125,000 | +290.6% | 34,055 | +464.7% | 0.50% | +329.3% |
| Q4 2019 | $288,000 | +1007.7% | 6,031 | +941.6% | 0.12% | +673.3% |
| Q3 2019 | $26,000 | -53.6% | 579 | -51.1% | 0.02% | -55.9% |
| Q2 2019 | $56,000 | +75.0% | 1,184 | +72.3% | 0.03% | +54.5% |
| Q1 2019 | $32,000 | -5.9% | 687 | -15.2% | 0.02% | -26.7% |
| Q4 2018 | $34,000 | – | 810 | – | 0.03% | – |
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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% |