WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 176 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $223 | -50.4% | 4,343 | -51.8% | 0.00% | 0.0% |
Q4 2023 | $450 | +15.1% | 9,017 | +6.7% | 0.00% | 0.0% |
Q3 2023 | $391 | -21.8% | 8,451 | -21.3% | 0.00% | -50.0% |
Q2 2023 | $500 | -21.5% | 10,736 | -22.8% | 0.00% | 0.0% |
Q1 2023 | $637 | +9.3% | 13,905 | +4.9% | 0.00% | 0.0% |
Q4 2022 | $583 | -100.0% | 13,260 | -48.8% | 0.00% | -50.0% |
Q2 2021 | $1,411,000 | -12.2% | 25,907 | -17.3% | 0.00% | -20.0% |
Q1 2021 | $1,607,000 | +598.7% | 31,339 | +542.5% | 0.01% | +400.0% |
Q1 2019 | $230,000 | -70.1% | 4,878 | -73.4% | 0.00% | -75.0% |
Q4 2018 | $769,000 | +19.2% | 18,358 | +29.9% | 0.00% | +33.3% |
Q3 2018 | $645,000 | +30.3% | 14,128 | +36.0% | 0.00% | +50.0% |
Q2 2018 | $495,000 | +3.6% | 10,388 | +17.3% | 0.00% | 0.0% |
Q1 2018 | $478,000 | +10.1% | 8,853 | +6.5% | 0.00% | 0.0% |
Q4 2017 | $434,000 | 0.0% | 8,313 | -6.0% | 0.00% | 0.0% |
Q3 2017 | $434,000 | +13.3% | 8,848 | +5.7% | 0.00% | 0.0% |
Q2 2017 | $383,000 | -45.9% | 8,373 | -50.7% | 0.00% | -33.3% |
Q3 2016 | $708,000 | – | 16,970 | – | 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% |