WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 167 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $49,251 | +2.5% | 957 | +1.3% | 0.00% | 0.0% |
| Q1 2024 | $48,057 | +2.0% | 945 | +0.1% | 0.00% | 0.0% |
| Q4 2023 | $47,123 | +8.9% | 944 | +1.0% | 0.00% | 0.0% |
| Q3 2023 | $43,275 | +1.1% | 935 | +1.6% | 0.00% | 0.0% |
| Q2 2023 | $42,809 | +3.6% | 920 | +2.0% | 0.00% | 0.0% |
| Q1 2023 | $41,313 | +4.4% | 902 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $39,589 | +10.0% | 900 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $36,000 | -7.7% | 894 | +2.1% | 0.00% | 0.0% |
| Q2 2022 | $39,000 | -15.2% | 876 | +2.5% | 0.00% | 0.0% |
| Q1 2022 | $46,000 | +2.2% | 855 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $45,000 | 0.0% | 853 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | 0.0% | 843 | +1.2% | 0.00% | 0.0% |
| Q2 2021 | $45,000 | +7.1% | 833 | +1.3% | 0.00% | 0.0% |
| Q1 2021 | $42,000 | +7.7% | 822 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $39,000 | +14.7% | 820 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $34,000 | +9.7% | 812 | +1.6% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | +19.2% | 799 | +1.4% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | – | 788 | – | 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% |