WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 178 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 12.19 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,046,170 | -3.1% | 214,739 | -4.2% | 0.02% | -5.9% |
| Q1 2024 | $11,399,725 | +13.8% | 224,139 | +11.6% | 0.02% | +6.2% |
| Q4 2023 | $10,021,597 | +7.3% | 200,753 | -0.6% | 0.02% | -5.9% |
| Q3 2023 | $9,343,543 | +0.7% | 201,979 | +1.3% | 0.02% | +6.2% |
| Q2 2023 | $9,277,310 | +29.6% | 199,383 | +27.5% | 0.02% | +14.3% |
| Q1 2023 | $7,158,118 | +38.4% | 156,325 | +33.0% | 0.01% | +40.0% |
| Q4 2022 | $5,171,077 | +17.1% | 117,550 | +6.0% | 0.01% | 0.0% |
| Q3 2022 | $4,417,000 | +5.6% | 110,927 | +18.4% | 0.01% | +11.1% |
| Q2 2022 | $4,181,000 | -1.6% | 93,656 | +17.5% | 0.01% | +12.5% |
| Q1 2022 | $4,248,000 | +26.4% | 79,703 | +25.5% | 0.01% | +33.3% |
| Q4 2021 | $3,361,000 | +20.7% | 63,514 | +22.0% | 0.01% | 0.0% |
| Q3 2021 | $2,784,000 | +432.3% | 52,062 | +442.6% | 0.01% | +500.0% |
| Q2 2021 | $523,000 | +5.7% | 9,595 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $495,000 | +6.5% | 9,648 | -0.9% | 0.00% | 0.0% |
| Q4 2020 | $465,000 | -14.5% | 9,737 | -25.9% | 0.00% | -50.0% |
| Q3 2020 | $544,000 | +7.3% | 13,145 | +1.1% | 0.00% | 0.0% |
| Q2 2020 | $507,000 | +32.7% | 13,005 | +12.4% | 0.00% | 0.0% |
| Q1 2020 | $382,000 | -46.9% | 11,573 | -23.2% | 0.00% | 0.0% |
| Q4 2019 | $720,000 | +5.6% | 15,065 | -2.1% | 0.00% | 0.0% |
| Q3 2019 | $682,000 | -1.0% | 15,393 | +5.1% | 0.00% | -33.3% |
| Q2 2019 | $689,000 | -70.7% | 14,640 | -70.6% | 0.00% | -70.0% |
| Q1 2019 | $2,350,000 | +14.3% | 49,877 | +1.6% | 0.01% | -9.1% |
| Q4 2018 | $2,056,000 | +120.6% | 49,091 | +140.4% | 0.01% | +175.0% |
| Q3 2018 | $932,000 | -9.2% | 20,422 | -5.1% | 0.00% | -20.0% |
| Q2 2018 | $1,026,000 | -39.4% | 21,520 | -31.4% | 0.01% | -50.0% |
| Q1 2018 | $1,694,000 | -2.6% | 31,355 | -6.0% | 0.01% | -9.1% |
| Q4 2017 | $1,739,000 | +9.3% | 33,355 | +2.8% | 0.01% | +10.0% |
| Q3 2017 | $1,591,000 | +112.7% | 32,445 | +98.5% | 0.01% | +100.0% |
| Q2 2017 | $748,000 | +14.2% | 16,345 | +12.0% | 0.01% | 0.0% |
| Q1 2017 | $655,000 | -40.5% | 14,589 | -48.2% | 0.01% | -44.4% |
| Q4 2016 | $1,101,000 | -14.9% | 28,151 | -9.1% | 0.01% | -25.0% |
| Q3 2016 | $1,294,000 | +48.9% | 30,986 | +38.2% | 0.01% | +50.0% |
| Q2 2016 | $869,000 | – | 22,420 | – | 0.01% | – |
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% |