WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 187 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,832,000 | +10.6% | 34,617 | +10.8% | 0.84% | +10.2% |
| Q3 2021 | $1,657,000 | +34.6% | 31,249 | +30.2% | 0.76% | +13.0% |
| Q1 2021 | $1,231,000 | +93.6% | 23,997 | +56.0% | 0.68% | +64.3% |
| Q4 2020 | $636,000 | -7.7% | 15,378 | -6.3% | 0.41% | -6.4% |
| Q3 2020 | $689,000 | +6.3% | 16,412 | +7.2% | 0.44% | +0.2% |
| Q2 2020 | $648,000 | +19.1% | 15,307 | +34.6% | 0.44% | +31.4% |
| Q1 2020 | $544,000 | 0.0% | 11,370 | 0.0% | 0.33% | 0.0% |
| Q4 2019 | $544,000 | +22.8% | 11,370 | +13.6% | 0.33% | +11.0% |
| Q3 2019 | $443,000 | -6.1% | 10,008 | -0.2% | 0.30% | -11.2% |
| Q2 2019 | $472,000 | +42.6% | 10,029 | +42.6% | 0.34% | +44.9% |
| Q1 2019 | $331,000 | – | 7,031 | – | 0.23% | – |
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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% |