WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 133 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is 3.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498 | +35.3% | 10,765 | +36.3% | 0.04% | +40.0% |
| Q2 2023 | $368 | +4.8% | 7,900 | +3.1% | 0.02% | 0.0% |
| Q1 2023 | $351 | +7.7% | 7,660 | +3.2% | 0.02% | +4.2% |
| Q4 2022 | $326 | -99.9% | 7,420 | -35.7% | 0.02% | -33.3% |
| Q3 2022 | $459,000 | -10.9% | 11,535 | 0.0% | 0.04% | -7.7% |
| Q2 2022 | $515,000 | +70.0% | 11,535 | +68.2% | 0.04% | -15.2% |
| Q1 2015 | $303,000 | -11.1% | 6,858 | -13.2% | 0.05% | -13.2% |
| Q4 2014 | $341,000 | -10.7% | 7,903 | -4.5% | 0.05% | -13.1% |
| Q3 2014 | $382,000 | -17.7% | 8,275 | -14.5% | 0.06% | -16.4% |
| Q2 2014 | $464,000 | +1.5% | 9,675 | -1.4% | 0.07% | -3.9% |
| Q1 2014 | $457,000 | +1.1% | 9,815 | 0.0% | 0.08% | 0.0% |
| Q4 2013 | $452,000 | -38.1% | 9,815 | -37.3% | 0.08% | -42.0% |
| Q3 2013 | $730,000 | +4.9% | 15,655 | +3.5% | 0.13% | +1.6% |
| Q2 2013 | $696,000 | – | 15,125 | – | 0.13% | – |
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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% |