WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 170 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $327,000 | -30.6% | 9,905 | +0.5% | 0.01% | -8.3% |
| Q4 2019 | $471,000 | +7.8% | 9,858 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $437,000 | -12.1% | 9,858 | -6.6% | 0.01% | -12.5% |
| Q2 2019 | $497,000 | +55.8% | 10,558 | +55.9% | 0.02% | +23.1% |
| Q1 2019 | $319,000 | -31.8% | 6,773 | -49.3% | 0.01% | -69.8% |
| Q4 2015 | $468,000 | -55.9% | 13,358 | -55.2% | 0.04% | -65.0% |
| Q3 2015 | $1,062,000 | -27.7% | 29,831 | -11.8% | 0.12% | -20.6% |
| Q2 2015 | $1,468,000 | +15.9% | 33,825 | +18.0% | 0.16% | +10.7% |
| Q1 2015 | $1,267,000 | -50.4% | 28,654 | -51.6% | 0.14% | -47.6% |
| Q4 2014 | $2,556,000 | +266.2% | 59,231 | +292.4% | 0.27% | +242.3% |
| Q3 2014 | $698,000 | +13.1% | 15,095 | +17.4% | 0.08% | -4.9% |
| Q2 2014 | $617,000 | +86.4% | 12,862 | +80.9% | 0.08% | +82.2% |
| Q1 2014 | $331,000 | +68.0% | 7,109 | +66.7% | 0.04% | +66.7% |
| Q4 2013 | $197,000 | – | 4,264 | – | 0.03% | – |
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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% |