WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 174 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $632,165 | +1.2% | 12,289 | +0.0% | 0.04% | -4.3% |
| Q1 2024 | $624,759 | +1.9% | 12,284 | +0.0% | 0.05% | -13.0% |
| Q4 2023 | $613,192 | +7.9% | 12,283 | +0.0% | 0.05% | 0.0% |
| Q3 2023 | $568,063 | -0.5% | 12,280 | +0.1% | 0.05% | +1.9% |
| Q2 2023 | $571,067 | +1.7% | 12,273 | +0.1% | 0.05% | -13.1% |
| Q1 2023 | $561,630 | +4.1% | 12,265 | +0.0% | 0.06% | -4.7% |
| Q4 2022 | $539,509 | +2.6% | 12,264 | -7.1% | 0.06% | -13.5% |
| Q3 2022 | $526,000 | -26.5% | 13,204 | -17.5% | 0.07% | -21.3% |
| Q2 2022 | $716,000 | +4375.0% | 15,996 | +5076.7% | 0.09% | +2250.0% |
| Q3 2021 | $16,000 | 0.0% | 309 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | -83.7% | 309 | -84.6% | 0.00% | -88.9% |
| Q3 2017 | $98,000 | +6.5% | 2,002 | 0.0% | 0.04% | -30.8% |
| Q2 2017 | $92,000 | +2.2% | 2,002 | 0.0% | 0.05% | -1.9% |
| Q1 2017 | $90,000 | – | 2,002 | – | 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% |