626 Financial, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 193 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.4%.

Quarter-by-quarter ownership
626 Financial, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$232,000
-16.2%
4,346
-16.8%
0.15%
-12.4%
Q4 2021$277,000
+19.4%
5,225
+20.2%
0.17%
+14.1%
Q1 2021$232,0004,3460.15%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 592,267$27,629,0009.16%
Crestwood Advisors Group, LLC 489,865$22,852,0004.01%
3D ASSET MANAGEMENT, INC 260,126$12,135,0003.94%
TOMPKINS FINANCIAL CORP 287,056$13,391,0003.74%
OLD DOMINION CAPITAL MANAGEMENT INC 73,418$3,425,0003.46%
LVM CAPITAL MANAGEMENT LTD/MI 161,923$7,554,0002.84%
KINGS POINT CAPITAL MANAGEMENT 145,049$6,767,0002.60%
America First Investment Advisors, LLC 109,727$5,119,0002.56%
Efficient Advisors, LLC 211,210$9,853,0002.53%
JOHNSON INVESTMENT COUNSEL INC 1,337,175$62,379,0002.49%
View complete list of WISDOMTREE TR shareholders