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 | $145,288 | -0.1% | 3,141 | +0.5% | 0.01% | +20.0% |
| Q2 2023 | $145,381 | +2.2% | 3,124 | +0.6% | 0.01% | -16.7% |
| Q1 2023 | $142,207 | +140699.0% | 3,106 | +34.6% | 0.01% | 0.0% |
| Q4 2022 | $101 | -99.9% | 2,307 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $92,000 | -32.8% | 2,301 | -25.2% | 0.01% | 0.0% |
| Q2 2022 | $137,000 | -38.0% | 3,078 | -25.7% | 0.01% | 0.0% |
| Q1 2022 | $221,000 | +8.3% | 4,144 | +7.6% | 0.01% | +20.0% |
| Q4 2021 | $204,000 | -0.5% | 3,850 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $205,000 | -6.8% | 3,840 | -4.8% | 0.01% | -16.7% |
| Q2 2021 | $220,000 | +6.8% | 4,032 | +0.3% | 0.01% | +20.0% |
| Q1 2021 | $206,000 | – | 4,018 | – | 0.01% | – |
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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% |