WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 186 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3 | -40.0% | 56 | -48.6% | 0.00% | -50.0% |
Q2 2023 | $5 | -28.6% | 109 | -29.2% | 0.00% | -33.3% |
Q1 2023 | $7 | -56.2% | 154 | -56.2% | 0.01% | -14.3% |
Q4 2022 | $16 | -99.8% | 352 | +85.3% | 0.01% | 0.0% |
Q3 2022 | $8,000 | +14.3% | 190 | +21.8% | 0.01% | +16.7% |
Q2 2022 | $7,000 | -46.2% | 156 | -34.2% | 0.01% | -33.3% |
Q1 2022 | $13,000 | +8.3% | 237 | +2.2% | 0.01% | -47.1% |
Q4 2021 | $12,000 | – | 232 | – | 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% |