WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 182 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,746,084 | +88533.7% | 37,745 | -10.9% | 1.37% | -5.6% |
| Q2 2023 | $1,970 | -14.4% | 42,340 | -15.8% | 1.45% | -16.5% |
| Q1 2023 | $2,302 | +4.1% | 50,270 | +0.0% | 1.73% | +4.5% |
| Q4 2022 | $2,211 | -99.9% | 50,260 | -8.9% | 1.66% | -2.6% |
| Q3 2022 | $2,198,000 | -12.0% | 55,200 | -1.4% | 1.70% | -1.4% |
| Q2 2022 | $2,499,000 | -17.9% | 55,980 | -2.0% | 1.73% | -1.9% |
| Q1 2022 | $3,043,000 | -0.1% | 57,100 | -0.8% | 1.76% | +1.4% |
| Q4 2021 | $3,047,000 | +0.2% | 57,570 | +1.2% | 1.74% | -6.8% |
| Q3 2021 | $3,042,000 | -2.3% | 56,885 | -0.5% | 1.86% | -0.7% |
| Q2 2021 | $3,115,000 | +5.1% | 57,185 | -1.0% | 1.88% | -2.4% |
| Q1 2021 | $2,963,000 | -6.9% | 57,760 | -13.3% | 1.92% | -8.2% |
| Q4 2020 | $3,181,000 | – | 66,650 | – | 2.09% | – |
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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% |