WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 174 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 12.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,948 | -0.6% | 7,327 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $340,926 | +1.6% | 7,327 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $335,504 | -3.6% | 7,327 | -7.4% | 0.00% | -25.0% |
| Q4 2022 | $348,138 | +14.1% | 7,914 | +3.4% | 0.00% | +33.3% |
| Q3 2022 | $305,000 | -11.3% | 7,652 | -0.6% | 0.00% | -25.0% |
| Q2 2022 | $344,000 | +96.6% | 7,697 | +134.9% | 0.00% | +100.0% |
| Q1 2022 | $175,000 | +98.9% | 3,277 | +97.2% | 0.00% | +100.0% |
| Q4 2021 | $88,000 | +158.8% | 1,662 | +163.4% | 0.00% | – |
| Q3 2021 | $34,000 | +3.0% | 631 | -9.9% | 0.00% | – |
| Q4 2020 | $33,000 | +1550.0% | 700 | +2233.3% | 0.00% | – |
| Q1 2013 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q4 2012 | $1,000 | -95.0% | 30 | -93.0% | 0.00% | -100.0% |
| Q3 2012 | $20,000 | +17.6% | 430 | +7.5% | 0.00% | 0.0% |
| Q2 2012 | $17,000 | 0.0% | 400 | -11.1% | 0.00% | 0.0% |
| Q3 2011 | $17,000 | -29.2% | 450 | 0.0% | 0.00% | 0.0% |
| Q2 2011 | $24,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% |
| Q1 2011 | $24,000 | +300.0% | 450 | +309.1% | 0.00% | – |
| Q3 2010 | $6,000 | +50.0% | 110 | 0.0% | 0.00% | – |
| Q2 2010 | $4,000 | – | 110 | – | 0.00% | – |
Download | ||||||
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% |