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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $269,237 | -31.2% | 5,234 | -32.0% | 0.04% | -32.2% |
| Q1 2024 | $391,278 | -10.5% | 7,693 | -12.1% | 0.06% | -16.9% |
| Q4 2023 | $436,961 | +2.5% | 8,753 | -5.0% | 0.07% | -9.0% |
| Q3 2023 | $426,204 | -4.9% | 9,213 | -4.4% | 0.08% | +1.3% |
| Q2 2023 | $448,234 | -12.6% | 9,633 | -14.0% | 0.08% | -15.4% |
| Q1 2023 | $512,996 | +4.1% | 11,203 | 0.0% | 0.09% | -4.2% |
| Q4 2022 | $493,000 | +9.6% | 11,203 | -0.8% | 0.10% | -2.1% |
| Q3 2022 | $450,000 | -30.2% | 11,293 | -21.8% | 0.10% | -26.0% |
| Q2 2022 | $645,000 | -16.2% | 14,445 | 0.0% | 0.13% | +4.0% |
| Q1 2022 | $770,000 | -0.9% | 14,445 | -1.6% | 0.13% | +4.1% |
| Q4 2021 | $777,000 | -3.4% | 14,685 | -2.4% | 0.12% | -9.0% |
| Q3 2021 | $804,000 | -4.6% | 15,040 | -2.8% | 0.13% | -2.9% |
| Q2 2021 | $843,000 | +5.8% | 15,475 | -0.4% | 0.14% | -4.2% |
| Q1 2021 | $797,000 | +7.6% | 15,535 | 0.0% | 0.14% | -4.0% |
| Q4 2020 | $741,000 | +15.4% | 15,535 | 0.0% | 0.15% | -5.1% |
| Q3 2020 | $642,000 | +5.9% | 15,535 | 0.0% | 0.16% | -1.9% |
| Q2 2020 | $606,000 | +16.5% | 15,535 | -1.3% | 0.16% | +8.8% |
| Q1 2020 | $520,000 | -30.9% | 15,735 | 0.0% | 0.15% | -14.5% |
| Q4 2019 | $752,000 | +10.1% | 15,735 | +2.1% | 0.17% | +6.2% |
| Q3 2019 | $683,000 | -0.4% | 15,410 | +6.1% | 0.16% | +0.6% |
| Q2 2019 | $686,000 | +0.4% | 14,524 | +0.2% | 0.16% | +0.6% |
| Q1 2019 | $683,000 | +16.6% | 14,498 | +3.6% | 0.16% | +9.6% |
| Q4 2018 | $586,000 | -8.3% | 14,000 | +0.0% | 0.15% | +9.0% |
| Q3 2018 | $639,000 | -1.7% | 13,999 | +2.7% | 0.13% | -8.2% |
| Q2 2018 | $650,000 | – | 13,625 | – | 0.15% | – |
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% |