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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $476,000 | +10.2% | 9,950 | +2.1% | 0.00% | – |
| Q3 2019 | $432,000 | -36.0% | 9,750 | -32.1% | 0.00% | – |
| Q2 2019 | $675,000 | -12.5% | 14,350 | -12.2% | 0.00% | – |
| Q1 2019 | $771,000 | +12.6% | 16,350 | 0.0% | 0.00% | – |
| Q4 2018 | $685,000 | -47.7% | 16,350 | -43.0% | 0.00% | – |
| Q3 2018 | $1,309,000 | -8.8% | 28,667 | -4.8% | 0.00% | – |
| Q2 2018 | $1,436,000 | +4.4% | 30,123 | +18.3% | 0.00% | – |
| Q1 2018 | $1,376,000 | -16.5% | 25,464 | -19.4% | 0.00% | – |
| Q4 2017 | $1,648,000 | +3.2% | 31,602 | -3.0% | 0.00% | – |
| Q3 2017 | $1,597,000 | +7.3% | 32,575 | +0.2% | 0.00% | – |
| Q2 2017 | $1,488,000 | -13.0% | 32,520 | -14.7% | 0.00% | – |
| Q1 2017 | $1,711,000 | +23.3% | 38,122 | +7.4% | 0.00% | – |
| Q4 2016 | $1,388,000 | +22.2% | 35,507 | +30.5% | 0.00% | – |
| Q3 2016 | $1,136,000 | +34.0% | 27,203 | +24.3% | 0.00% | – |
| Q2 2016 | $848,000 | +315.7% | 21,886 | +281.4% | 0.00% | – |
| Q3 2015 | $204,000 | -23.3% | 5,738 | -6.0% | 0.00% | – |
| Q2 2015 | $266,000 | -9.8% | 6,107 | -8.6% | 0.00% | – |
| Q1 2015 | $295,000 | +30.0% | 6,682 | +27.5% | 0.00% | – |
| Q4 2014 | $227,000 | -89.9% | 5,240 | -89.2% | 0.00% | -100.0% |
| Q3 2014 | $2,249,000 | +259.3% | 48,669 | +273.5% | 0.00% | – |
| Q2 2014 | $626,000 | +138.9% | 13,030 | +131.3% | 0.00% | – |
| Q1 2014 | $262,000 | -36.1% | 5,633 | -35.8% | 0.00% | – |
| Q3 2013 | $410,000 | +86.4% | 8,780 | +84.1% | 0.00% | – |
| Q2 2013 | $220,000 | – | 4,768 | – | 0.00% | – |
Download | ||||||
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% |