WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 153 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,017,199 | -0.7% | 21,989 | -0.1% | 0.71% | +3.5% |
| Q2 2023 | $1,024,624 | +4.5% | 22,021 | -1.2% | 0.69% | -6.8% |
| Q4 2022 | $980,854 | +2.5% | 22,297 | -7.3% | 0.74% | -1.1% |
| Q3 2022 | $957,000 | -12.0% | 24,040 | -1.4% | 0.75% | -7.5% |
| Q2 2022 | $1,088,000 | -13.9% | 24,369 | +2.8% | 0.81% | +2.5% |
| Q1 2022 | $1,263,000 | +13.9% | 23,702 | +13.1% | 0.79% | +17.6% |
| Q4 2021 | $1,109,000 | -1.0% | 20,958 | +0.1% | 0.67% | -6.3% |
| Q3 2021 | $1,120,000 | -0.3% | 20,947 | +1.6% | 0.72% | -1.0% |
| Q2 2021 | $1,123,000 | +7.8% | 20,620 | +1.5% | 0.72% | -1.2% |
| Q1 2021 | $1,042,000 | +7.5% | 20,310 | +0.0% | 0.73% | +2.5% |
| Q4 2020 | $969,000 | +9.2% | 20,301 | -5.4% | 0.71% | +1.3% |
| Q3 2020 | $887,000 | +3.7% | 21,460 | -2.1% | 0.70% | -13.6% |
| Q2 2020 | $855,000 | +22.8% | 21,919 | +4.1% | 0.82% | +1.0% |
| Q1 2020 | $696,000 | -30.9% | 21,059 | +0.0% | 0.81% | -16.4% |
| Q4 2019 | $1,007,000 | – | 21,058 | – | 0.97% | – |
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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% |