WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 154 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,895,000 | +12.2% | 56,238 | +10.8% | 0.00% | 0.0% |
Q1 2024 | $2,581,000 | -5.5% | 50,742 | -7.2% | 0.00% | 0.0% |
Q4 2023 | $2,730,000 | +9.1% | 54,703 | +1.1% | 0.00% | 0.0% |
Q3 2023 | $2,502,000 | -4.7% | 54,094 | -4.1% | 0.00% | 0.0% |
Q2 2023 | $2,626,000 | -2.6% | 56,432 | -4.2% | 0.00% | 0.0% |
Q1 2023 | $2,695,000 | +3.8% | 58,897 | -0.2% | 0.00% | 0.0% |
Q4 2022 | $2,597,000 | +9.0% | 59,039 | -1.3% | 0.00% | 0.0% |
Q3 2022 | $2,383,000 | -50.0% | 59,827 | -43.9% | 0.00% | 0.0% |
Q2 2022 | $4,763,000 | +38.1% | 106,713 | +65.0% | 0.00% | 0.0% |
Q1 2022 | $3,448,000 | -19.7% | 64,687 | -20.3% | 0.00% | 0.0% |
Q4 2021 | $4,294,000 | +28.6% | 81,136 | +29.9% | 0.00% | 0.0% |
Q3 2021 | $3,339,000 | +0.5% | 62,437 | +2.4% | 0.00% | 0.0% |
Q2 2021 | $3,322,000 | +11.7% | 60,962 | +5.2% | 0.00% | 0.0% |
Q1 2021 | $2,973,000 | +23.9% | 57,970 | +15.3% | 0.00% | 0.0% |
Q4 2020 | $2,399,000 | -46.3% | 50,276 | -53.5% | 0.00% | -50.0% |
Q3 2020 | $4,471,000 | +59.8% | 108,124 | +50.9% | 0.00% | +100.0% |
Q2 2020 | $2,797,000 | -0.2% | 71,667 | -15.5% | 0.00% | 0.0% |
Q1 2020 | $2,802,000 | -46.8% | 84,796 | -23.0% | 0.00% | -50.0% |
Q4 2019 | $5,264,000 | +4.7% | 110,076 | -3.0% | 0.00% | 0.0% |
Q3 2019 | $5,027,000 | -12.2% | 113,499 | -6.7% | 0.00% | 0.0% |
Q2 2019 | $5,723,000 | +0.1% | 121,642 | +0.2% | 0.00% | 0.0% |
Q1 2019 | $5,718,000 | +25.0% | 121,367 | +11.2% | 0.00% | 0.0% |
Q4 2018 | $4,574,000 | -9.2% | 109,184 | -1.1% | 0.00% | 0.0% |
Q3 2018 | $5,039,000 | -25.9% | 110,389 | -22.6% | 0.00% | -33.3% |
Q2 2018 | $6,804,000 | -2.7% | 142,670 | +10.2% | 0.00% | 0.0% |
Q1 2018 | $6,996,000 | +59.5% | 129,462 | +54.0% | 0.00% | +50.0% |
Q4 2017 | $4,385,000 | +28.5% | 84,079 | +20.8% | 0.00% | 0.0% |
Q3 2017 | $3,413,000 | +8.3% | 69,589 | +1.0% | 0.00% | 0.0% |
Q2 2017 | $3,151,000 | +120.5% | 68,898 | +116.2% | 0.00% | +100.0% |
Q1 2017 | $1,429,000 | +0.6% | 31,865 | -12.2% | 0.00% | 0.0% |
Q4 2016 | $1,420,000 | +9.6% | 36,295 | +16.8% | 0.00% | 0.0% |
Q3 2016 | $1,296,000 | +71.4% | 31,069 | +59.2% | 0.00% | – |
Q2 2016 | $756,000 | -17.9% | 19,512 | -19.9% | 0.00% | -100.0% |
Q1 2016 | $921,000 | -27.7% | 24,349 | -32.9% | 0.00% | 0.0% |
Q4 2015 | $1,273,000 | -26.3% | 36,311 | -25.2% | 0.00% | 0.0% |
Q3 2015 | $1,727,000 | -46.4% | 48,522 | -34.6% | 0.00% | -50.0% |
Q2 2015 | $3,221,000 | +3.6% | 74,239 | +5.6% | 0.00% | 0.0% |
Q1 2015 | $3,110,000 | +23.8% | 70,315 | +20.8% | 0.00% | 0.0% |
Q4 2014 | $2,512,000 | -7.7% | 58,209 | -1.1% | 0.00% | 0.0% |
Q3 2014 | $2,721,000 | -2.4% | 58,874 | +1.4% | 0.00% | 0.0% |
Q2 2014 | $2,787,000 | +25.6% | 58,081 | +22.0% | 0.00% | 0.0% |
Q1 2014 | $2,219,000 | -57.6% | 47,625 | -58.1% | 0.00% | -50.0% |
Q4 2013 | $5,234,000 | +148.4% | 113,581 | +151.4% | 0.00% | +100.0% |
Q3 2013 | $2,107,000 | +24.2% | 45,176 | +22.6% | 0.00% | +100.0% |
Q2 2013 | $1,697,000 | – | 36,862 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wealthquest Corp | 345,159 | $14,897,000 | 15.22% |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 639,692 | $27,609,000 | 13.75% |
TOMPKINS FINANCIAL CORP | 565,535 | $11,940,472,000 | 3.60% |
OLD DOMINION CAPITAL MANAGEMENT INC | 80,175 | $3,460,000 | 3.58% |
Vontobel Swiss Wealth Advisors AG | 108,169 | $4,669,000 | 3.41% |
Stratford Consulting, LLC | 145,663 | $6,287,000 | 3.22% |
White Pine Investment CO | 116,829 | $5,042,000 | 2.93% |
Efficient Advisors, LLC | 260,923 | $11,261,000 | 2.58% |
America First Investment Advisors, LLC | 136,581 | $5,895,000 | 2.50% |
Fusion Investment Group, LLC | 66,628 | $2,876,000 | 2.43% |