WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 188 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $29,424,000 | +2.9% | 572,213 | +1.7% | 0.04% | -2.2% |
| Q1 2024 | $28,600,000 | +8.9% | 562,589 | +6.9% | 0.05% | +4.5% |
| Q4 2023 | $26,265,000 | +13.4% | 526,178 | +5.1% | 0.04% | 0.0% |
| Q3 2023 | $23,166,000 | +3.6% | 500,881 | +4.3% | 0.04% | 0.0% |
| Q2 2023 | $22,355,000 | +7.2% | 480,270 | +5.5% | 0.04% | -2.2% |
| Q1 2023 | $20,849,000 | +9.3% | 455,368 | +5.0% | 0.04% | +2.3% |
| Q4 2022 | $19,083,000 | +9.9% | 433,724 | -0.5% | 0.04% | -6.4% |
| Q3 2022 | $17,362,000 | -1.5% | 435,711 | +10.2% | 0.05% | +2.2% |
| Q2 2022 | $17,630,000 | -17.4% | 395,388 | -1.4% | 0.05% | -4.2% |
| Q1 2022 | $21,355,000 | +7.6% | 400,924 | +6.9% | 0.05% | +9.1% |
| Q4 2021 | $19,847,000 | +1315.6% | 374,960 | +1327.3% | 0.04% | +1000.0% |
| Q3 2021 | $1,402,000 | +12.6% | 26,271 | +14.8% | 0.00% | 0.0% |
| Q2 2021 | $1,245,000 | +98.9% | 22,889 | +87.2% | 0.00% | +100.0% |
| Q1 2021 | $626,000 | +5.9% | 12,228 | -14.6% | 0.00% | -33.3% |
| Q3 2020 | $591,000 | -2.6% | 14,311 | -8.0% | 0.00% | 0.0% |
| Q2 2020 | $607,000 | -1.0% | 15,562 | -15.7% | 0.00% | -25.0% |
| Q1 2020 | $613,000 | -41.1% | 18,462 | -15.0% | 0.00% | -33.3% |
| Q4 2019 | $1,040,000 | +13.0% | 21,725 | +4.4% | 0.01% | +20.0% |
| Q3 2019 | $920,000 | +165.1% | 20,818 | +183.9% | 0.01% | +150.0% |
| Q2 2019 | $347,000 | +65.2% | 7,334 | +65.6% | 0.00% | +100.0% |
| Q1 2019 | $210,000 | -63.9% | 4,430 | -64.7% | 0.00% | -90.0% |
| Q3 2014 | $581,000 | -3.6% | 12,561 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $603,000 | -6.7% | 12,561 | -9.4% | 0.01% | -23.1% |
| Q1 2014 | $646,000 | -14.8% | 13,861 | -15.7% | 0.01% | -18.8% |
| Q4 2013 | $758,000 | – | 16,447 | – | 0.02% | – |
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% |