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 | $1,076,200 | -5.7% | 23,269 | -5.1% | 0.60% | -17.2% |
| Q2 2023 | $1,140,738 | -1.0% | 24,516 | -2.6% | 0.73% | -3.8% |
| Q1 2023 | $1,152,179 | +3.1% | 25,162 | -0.9% | 0.76% | -0.1% |
| Q4 2022 | $1,117,000 | +9.8% | 25,387 | -0.6% | 0.76% | -8.2% |
| Q3 2022 | $1,017,000 | -17.9% | 25,542 | -7.9% | 0.82% | -20.8% |
| Q2 2022 | $1,238,000 | -15.6% | 27,735 | +0.8% | 1.04% | -2.6% |
| Q1 2022 | $1,467,000 | +31.0% | 27,516 | +30.0% | 1.07% | +29.9% |
| Q4 2021 | $1,120,000 | – | 21,173 | – | 0.82% | – |
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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% |