WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 213 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 2.89 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $77,160 | +1.1% | 1,500 | 0.0% | 0.04% | 0.0% |
| Q1 2024 | $76,290 | +1.9% | 1,500 | 0.0% | 0.04% | -8.2% |
| Q4 2023 | $74,880 | +7.9% | 1,500 | 0.0% | 0.05% | 0.0% |
| Q3 2023 | $69,390 | -0.6% | 1,500 | 0.0% | 0.05% | +4.3% |
| Q2 2023 | $69,795 | +1.6% | 1,500 | 0.0% | 0.05% | -2.1% |
| Q1 2023 | $68,685 | +4.1% | 1,500 | 0.0% | 0.05% | +2.1% |
| Q4 2022 | $65,985 | +10.0% | 1,500 | 0.0% | 0.05% | -2.1% |
| Q3 2022 | $60,000 | -10.4% | 1,500 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $67,000 | -16.2% | 1,500 | 0.0% | 0.05% | +4.3% |
| Q1 2022 | $80,000 | +1.3% | 1,500 | 0.0% | 0.05% | +14.6% |
| Q4 2021 | $79,000 | -1.2% | 1,500 | 0.0% | 0.04% | -10.9% |
| Q3 2021 | $80,000 | -2.4% | 1,500 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $82,000 | +6.5% | 1,500 | 0.0% | 0.05% | -8.0% |
| Q1 2021 | $77,000 | +6.9% | 1,500 | 0.0% | 0.05% | -3.8% |
| Q4 2020 | $72,000 | +16.1% | 1,500 | 0.0% | 0.05% | -8.8% |
| Q3 2020 | $62,000 | +5.1% | 1,500 | 0.0% | 0.06% | -12.3% |
| Q2 2020 | $59,000 | +18.0% | 1,500 | 0.0% | 0.06% | +3.2% |
| Q1 2020 | $50,000 | -55.0% | 1,500 | -35.6% | 0.06% | -31.5% |
| Q4 2019 | $111,000 | – | 2,329 | – | 0.09% | – |
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% |