WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 197 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 3.96 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,613,274 | +0.4% | 284,084 | -0.8% | 1.52% | -2.0% |
| Q1 2024 | $14,558,820 | +2.2% | 286,253 | +0.3% | 1.55% | -8.1% |
| Q4 2023 | $14,247,349 | +9.1% | 285,404 | +1.1% | 1.69% | -1.0% |
| Q3 2023 | $13,064,435 | -0.9% | 282,413 | -0.3% | 1.70% | -2.5% |
| Q2 2023 | $13,179,583 | +1.2% | 283,249 | -0.5% | 1.75% | -2.4% |
| Q1 2023 | $13,029,607 | +725.2% | 284,551 | +730.6% | 1.79% | +225.8% |
| Q4 2013 | $1,579,000 | -2.7% | 34,260 | -1.6% | 0.55% | -15.1% |
| Q3 2013 | $1,623,000 | +0.7% | 34,801 | -0.6% | 0.65% | -6.8% |
| Q2 2013 | $1,611,000 | – | 35,001 | – | 0.70% | – |
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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% |