WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 176 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $447,012 | +6.6% | 8,603 | +2.4% | 0.04% | +5.9% |
Q4 2023 | $419,328 | -9.5% | 8,400 | -16.1% | 0.03% | -27.7% |
Q3 2023 | $463,386 | +61.4% | 10,017 | +62.3% | 0.05% | +95.8% |
Q2 2023 | $287,137 | +4.1% | 6,171 | +2.4% | 0.02% | -14.3% |
Q1 2023 | $275,839 | +5.2% | 6,024 | +1.0% | 0.03% | +21.7% |
Q4 2022 | $262,268 | +15.0% | 5,962 | +4.2% | 0.02% | +4.5% |
Q3 2022 | $228,000 | -1.3% | 5,724 | +7.8% | 0.02% | +4.8% |
Q2 2022 | $231,000 | -13.2% | 5,312 | +6.6% | 0.02% | +5.0% |
Q1 2022 | $266,000 | +0.8% | 4,982 | 0.0% | 0.02% | -4.8% |
Q4 2021 | $264,000 | 0.0% | 4,982 | +0.9% | 0.02% | -12.5% |
Q3 2021 | $264,000 | -0.8% | 4,939 | +1.0% | 0.02% | -4.0% |
Q2 2021 | $266,000 | +6.8% | 4,890 | +0.9% | 0.02% | 0.0% |
Q1 2021 | $249,000 | +9.7% | 4,845 | +1.7% | 0.02% | -3.8% |
Q4 2020 | $227,000 | +11.3% | 4,766 | -8.7% | 0.03% | -10.3% |
Q2 2020 | $204,000 | -6.0% | 5,221 | +14.9% | 0.03% | -23.7% |
Q4 2019 | $217,000 | +8.0% | 4,545 | 0.0% | 0.04% | 0.0% |
Q3 2019 | $201,000 | -4.7% | 4,545 | +1.1% | 0.04% | -9.5% |
Q2 2019 | $211,000 | +2.9% | 4,495 | +3.5% | 0.04% | -4.5% |
Q1 2019 | $205,000 | +1.5% | 4,343 | -2.0% | 0.04% | -2.2% |
Q3 2018 | $202,000 | -5.6% | 4,431 | +11.8% | 0.04% | -16.7% |
Q1 2018 | $214,000 | +1.9% | 3,963 | -1.7% | 0.05% | +1.9% |
Q4 2017 | $210,000 | – | 4,033 | – | 0.05% | – |
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% |