WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 182 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $609,543 | -64.2% | 13,100 | -64.8% | 0.00% | -60.0% |
| Q1 2023 | $1,704,762 | -15.2% | 37,230 | -18.5% | 0.01% | 0.0% |
| Q4 2022 | $2,010,000 | -16.0% | 45,700 | -24.0% | 0.01% | -37.5% |
| Q3 2022 | $2,393,000 | -23.3% | 60,100 | -14.0% | 0.01% | +14.3% |
| Q2 2022 | $3,120,000 | -27.3% | 69,900 | -13.2% | 0.01% | 0.0% |
| Q1 2022 | $4,291,000 | +63.8% | 80,500 | +62.6% | 0.01% | +75.0% |
| Q4 2021 | $2,620,000 | -30.2% | 49,500 | -29.5% | 0.00% | -42.9% |
| Q3 2021 | $3,754,000 | +35.6% | 70,200 | +38.2% | 0.01% | +40.0% |
| Q2 2021 | $2,768,000 | +151.2% | 50,800 | +120.3% | 0.01% | +150.0% |
| Q4 2020 | $1,102,000 | +9.7% | 23,060 | -5.1% | 0.00% | -33.3% |
| Q3 2020 | $1,005,000 | +16.9% | 24,300 | +10.2% | 0.00% | 0.0% |
| Q2 2020 | $860,000 | +16.7% | 22,041 | -1.2% | 0.00% | 0.0% |
| Q1 2020 | $737,000 | -35.9% | 22,298 | -7.8% | 0.00% | 0.0% |
| Q4 2019 | $1,150,000 | -0.9% | 24,197 | -7.7% | 0.00% | 0.0% |
| Q3 2019 | $1,161,000 | -10.1% | 26,209 | -4.6% | 0.00% | -40.0% |
| Q2 2019 | $1,292,000 | -9.8% | 27,463 | -9.7% | 0.01% | -16.7% |
| Q1 2019 | $1,432,000 | -2.1% | 30,404 | -12.9% | 0.01% | -14.3% |
| Q4 2018 | $1,462,000 | – | 34,901 | – | 0.01% | – |
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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% |