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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,918 | +4.4% | 129 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,671 | +13.4% | 129 | +4.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | 0.0% | 124 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -78.3% | 120 | -72.4% | 0.00% | -72.7% |
| Q1 2022 | $23,000 | -11.5% | 434 | -10.3% | 0.01% | -8.3% |
| Q4 2021 | $26,000 | 0.0% | 484 | +0.2% | 0.01% | -25.0% |
| Q3 2021 | $26,000 | -56.7% | 483 | -55.9% | 0.02% | -56.8% |
| Q2 2021 | $60,000 | +185.7% | 1,095 | +164.5% | 0.04% | +146.7% |
| Q1 2021 | $21,000 | – | 414 | – | 0.02% | – |
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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% |