WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 179 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.58 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $2,638,000 | 0.0% | 53,343 | 0.0% | 0.41% | 0.0% |
Q4 2020 | $2,638,000 | +17.1% | 53,343 | -2.1% | 0.41% | +2.5% |
Q3 2020 | $2,253,000 | +3.3% | 54,476 | -2.1% | 0.40% | -4.0% |
Q2 2020 | $2,181,000 | -53.6% | 55,656 | -52.0% | 0.42% | +12.0% |
Q1 2020 | $4,698,000 | +66.7% | 115,998 | +96.8% | 0.38% | +6.2% |
Q4 2019 | $2,818,000 | +13.5% | 58,931 | +4.7% | 0.35% | -16.5% |
Q3 2019 | $2,482,000 | -5.7% | 56,276 | +0.6% | 0.42% | -5.8% |
Q2 2019 | $2,631,000 | +3.9% | 55,926 | +4.0% | 0.45% | +8.2% |
Q1 2019 | $2,533,000 | +47.0% | 53,776 | +30.8% | 0.42% | +28.5% |
Q4 2018 | $1,723,000 | -21.9% | 41,112 | -14.9% | 0.32% | -13.2% |
Q3 2018 | $2,206,000 | -31.2% | 48,316 | -35.4% | 0.37% | -31.4% |
Q2 2018 | $3,205,000 | +31.4% | 74,758 | +65.6% | 0.54% | +30.3% |
Q1 2018 | $2,439,000 | – | 45,140 | – | 0.42% | – |
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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% |