WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 142 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $427,222 | -7.1% | 8,305 | -8.1% | 0.03% | -5.6% |
Q1 2024 | $459,686 | -0.5% | 9,038 | -2.4% | 0.04% | -7.7% |
Q4 2023 | $462,113 | +3.9% | 9,257 | -3.7% | 0.04% | -7.1% |
Q3 2023 | $444,571 | -4.9% | 9,610 | -4.4% | 0.04% | 0.0% |
Q2 2023 | $467,714 | +2.3% | 10,052 | +0.7% | 0.04% | -2.3% |
Q1 2023 | $457,104 | +1.9% | 9,983 | -2.1% | 0.04% | -2.3% |
Q4 2022 | $448,426 | -3.4% | 10,194 | -12.6% | 0.04% | -13.7% |
Q3 2022 | $464,000 | -20.0% | 11,665 | -10.2% | 0.05% | -16.4% |
Q2 2022 | $580,000 | -16.3% | 12,997 | -0.0% | 0.06% | -6.2% |
Q1 2022 | $693,000 | +0.1% | 13,000 | -0.6% | 0.06% | 0.0% |
Q4 2021 | $692,000 | -0.6% | 13,081 | +0.5% | 0.06% | -8.5% |
Q3 2021 | $696,000 | -4.7% | 13,020 | -2.9% | 0.07% | -34.9% |
Q2 2021 | $730,000 | +6.7% | 13,405 | +0.6% | 0.11% | -22.1% |
Q1 2021 | $684,000 | -7.9% | 13,329 | -14.4% | 0.14% | -10.3% |
Q4 2020 | $743,000 | +4.9% | 15,580 | -9.1% | 0.16% | -7.1% |
Q3 2020 | $708,000 | +3.4% | 17,132 | -2.5% | 0.17% | -5.6% |
Q2 2020 | $685,000 | -0.6% | 17,572 | -15.8% | 0.18% | -14.0% |
Q1 2020 | $689,000 | -30.0% | 20,868 | +1.4% | 0.21% | -14.5% |
Q4 2019 | $984,000 | +9.0% | 20,572 | +0.9% | 0.24% | +5.2% |
Q3 2019 | $903,000 | -4.9% | 20,381 | +0.9% | 0.23% | -4.2% |
Q2 2019 | $950,000 | -3.0% | 20,194 | -2.8% | 0.24% | -5.9% |
Q1 2019 | $979,000 | +3.8% | 20,781 | -7.7% | 0.26% | +0.8% |
Q4 2018 | $943,000 | -9.4% | 22,508 | -1.3% | 0.25% | -5.6% |
Q3 2018 | $1,041,000 | -6.3% | 22,807 | -2.1% | 0.27% | -8.5% |
Q2 2018 | $1,111,000 | -20.2% | 23,301 | -9.5% | 0.29% | -20.2% |
Q1 2018 | $1,392,000 | -13.8% | 25,757 | -16.8% | 0.37% | -7.3% |
Q4 2017 | $1,615,000 | +1.7% | 30,973 | -4.4% | 0.40% | -3.4% |
Q3 2017 | $1,588,000 | -0.3% | 32,395 | -7.0% | 0.41% | -6.2% |
Q2 2017 | $1,593,000 | -16.1% | 34,824 | -28.3% | 0.44% | -15.0% |
Q1 2017 | $1,899,000 | 0.0% | 48,561 | 0.0% | 0.51% | 0.0% |
Q4 2016 | $1,899,000 | -33.2% | 48,561 | -28.7% | 0.51% | -36.8% |
Q3 2016 | $2,844,000 | -13.7% | 68,116 | -20.0% | 0.81% | -10.8% |
Q2 2016 | $3,297,000 | +0.0% | 85,117 | -2.4% | 0.91% | -6.2% |
Q1 2016 | $3,296,000 | +12.1% | 87,237 | +4.0% | 0.97% | +14.6% |
Q4 2015 | $2,940,000 | -4.8% | 83,851 | -3.3% | 0.85% | -37.7% |
Q3 2015 | $3,087,000 | -13.4% | 86,701 | +5.6% | 1.36% | -25.7% |
Q2 2015 | $3,563,000 | -1.5% | 82,112 | +0.4% | 1.83% | +7.8% |
Q1 2015 | $3,617,000 | +2.6% | 81,767 | +0.1% | 1.70% | +202.9% |
Q4 2014 | $3,526,000 | -3.1% | 81,688 | +3.7% | 0.56% | -11.9% |
Q3 2014 | $3,640,000 | -5.0% | 78,760 | -1.4% | 0.64% | -9.3% |
Q2 2014 | $3,831,000 | -99.9% | 79,844 | -17.1% | 0.70% | -71.8% |
Q1 2014 | $4,490,509,000 | +82704.9% | 96,342 | -18.1% | 2.49% | +5.3% |
Q4 2013 | $5,423,000 | +7.5% | 117,660 | +8.8% | 2.36% | +0.2% |
Q3 2013 | $5,044,000 | -99.9% | 108,116 | +13.9% | 2.36% | +7.5% |
Q2 2013 | $4,369,132,000 | – | 94,899 | – | 2.19% | – |
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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% |