WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 213 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 2.89 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $39,895,560 | +0.8% | 775,580 | -0.4% | 0.10% | 0.0% |
Q1 2024 | $39,592,289 | +2.6% | 778,462 | +0.7% | 0.10% | -17.3% |
Q4 2023 | $38,603,478 | +9.2% | 773,302 | +1.2% | 0.13% | -26.2% |
Q3 2023 | $35,364,106 | -0.7% | 764,469 | -0.2% | 0.17% | +23.7% |
Q2 2023 | $35,626,315 | +2.8% | 765,663 | +0.3% | 0.14% | +69.5% |
Q1 2023 | $34,643,101 | +5.7% | 763,147 | +2.5% | 0.08% | -61.0% |
Q4 2022 | $32,765,861 | +12.2% | 744,842 | +1.6% | 0.21% | -40.2% |
Q3 2022 | $29,192,000 | -10.6% | 733,097 | +0.2% | 0.35% | -2.8% |
Q2 2022 | $32,647,000 | +1439.2% | 731,341 | +1039.1% | 0.36% | +169.4% |
Q1 2020 | $2,121,000 | -23.9% | 64,205 | +10.2% | 0.13% | -5.6% |
Q4 2019 | $2,787,000 | +7.9% | 58,285 | +0.0% | 0.14% | -6.6% |
Q3 2019 | $2,582,000 | -5.5% | 58,283 | +0.3% | 0.15% | -11.6% |
Q2 2019 | $2,733,000 | -0.1% | 58,080 | 0.0% | 0.17% | -6.5% |
Q1 2019 | $2,736,000 | +23.8% | 58,080 | +10.1% | 0.18% | +24.3% |
Q4 2018 | $2,210,000 | +7.6% | 52,749 | +17.2% | 0.15% | +4.2% |
Q3 2018 | $2,054,000 | -4.3% | 45,000 | 0.0% | 0.14% | -10.7% |
Q2 2018 | $2,146,000 | -7.7% | 45,000 | +4.7% | 0.16% | -10.7% |
Q1 2018 | $2,324,000 | +12.8% | 43,000 | +8.9% | 0.18% | +29.0% |
Q4 2017 | $2,060,000 | +6.4% | 39,500 | 0.0% | 0.14% | +0.7% |
Q3 2017 | $1,937,000 | +7.2% | 39,500 | 0.0% | 0.14% | -9.3% |
Q2 2017 | $1,807,000 | +1.9% | 39,500 | 0.0% | 0.15% | +2.0% |
Q1 2017 | $1,773,000 | – | 39,500 | – | 0.15% | – |
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% |