WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 189 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $4,000 | -20.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $5,000 | +25.0% | 94 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $4,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 94 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $4,000 | +100.0% | 94 | +28.8% | 0.00% | +100.0% |
| Q1 2020 | $2,000 | -33.3% | 73 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $3,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $3,000 | – | 73 | – | 0.00% | – |
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% |