WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 162 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 1.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10 | 0.0% | 212 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10 | 0.0% | 212 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10 | +11.1% | 212 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9 | -99.9% | 212 | -47.5% | 0.00% | -33.3% |
| Q3 2022 | $16,000 | -11.1% | 404 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $18,000 | -18.2% | 404 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | +4.8% | 404 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | -4.5% | 404 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 404 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | +266.7% | 404 | +284.8% | 0.00% | +100.0% |
| Q1 2018 | $6,000 | +20.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | +66.7% | 105 | +75.0% | 0.00% | +100.0% |
| Q2 2017 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | – | 60 | – | 0.00% | – |
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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% |