WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 174 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 1.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $7,000 | 0.0% | 158 | -16.4% | 0.00% | – |
| Q1 2020 | $7,000 | -41.7% | 189 | -22.5% | 0.00% | – |
| Q4 2019 | $12,000 | +9.1% | 244 | 0.0% | 0.00% | – |
| Q3 2019 | $11,000 | +10.0% | 244 | +19.0% | 0.00% | – |
| Q2 2019 | $10,000 | +25.0% | 205 | +29.7% | 0.00% | – |
| Q1 2019 | $8,000 | +14.3% | 158 | 0.0% | 0.00% | – |
| Q4 2018 | $7,000 | 0.0% | 158 | +6.0% | 0.00% | – |
| Q3 2018 | $7,000 | 0.0% | 149 | +3.5% | 0.00% | – |
| Q2 2018 | $7,000 | -12.5% | 144 | 0.0% | 0.00% | – |
| Q1 2018 | $8,000 | -33.3% | 144 | -38.2% | 0.00% | – |
| Q4 2017 | $12,000 | +9.1% | 233 | -0.4% | 0.00% | – |
| Q3 2017 | $11,000 | 0.0% | 234 | 0.0% | 0.00% | – |
| Q2 2017 | $11,000 | 0.0% | 234 | -2.5% | 0.00% | – |
| Q1 2017 | $11,000 | +22.2% | 240 | +0.8% | 0.00% | – |
| Q4 2016 | $9,000 | -10.0% | 238 | 0.0% | 0.00% | – |
| Q3 2016 | $10,000 | +11.1% | 238 | 0.0% | 0.00% | – |
| Q2 2016 | $9,000 | 0.0% | 238 | +4.8% | 0.00% | – |
| Q1 2016 | $9,000 | 0.0% | 227 | -9.9% | 0.00% | – |
| Q4 2015 | $9,000 | 0.0% | 252 | 0.0% | 0.00% | – |
| Q3 2015 | $9,000 | -18.2% | 252 | 0.0% | 0.00% | – |
| Q2 2015 | $11,000 | +10.0% | 252 | +14.5% | 0.00% | – |
| Q1 2015 | $10,000 | 0.0% | 220 | 0.0% | 0.00% | – |
| Q4 2014 | $10,000 | – | 220 | – | 0.00% | – |
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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% |