WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 4.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,179 | +7.5% | 22,916 | +6.3% | 0.00% | 0.0% |
| Q1 2024 | $1,097 | +6.1% | 21,565 | +4.1% | 0.00% | 0.0% |
| Q4 2023 | $1,034 | +8.7% | 20,716 | +0.7% | 0.00% | 0.0% |
| Q3 2023 | $951 | +16.8% | 20,568 | +17.5% | 0.00% | 0.0% |
| Q2 2023 | $814 | +7.7% | 17,500 | +6.0% | 0.00% | +50.0% |
| Q1 2023 | $756 | +6.3% | 16,508 | +2.1% | 0.00% | 0.0% |
| Q4 2022 | $711 | -99.9% | 16,165 | +36.4% | 0.00% | 0.0% |
| Q3 2022 | $529,000 | 0.0% | 11,854 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $529,000 | -10.8% | 11,854 | +6.6% | 0.00% | 0.0% |
| Q1 2022 | $593,000 | +94.4% | 11,119 | +93.1% | 0.00% | +100.0% |
| Q4 2021 | $305,000 | – | 5,757 | – | 0.00% | – |
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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% |