AlphaCore Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 154 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
AlphaCore Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2024$193,675
+822.3%
3,808
+614.4%
0.05%
+147.6%
Q2 2020$21,000
+23.5%
533
+1.5%
0.02%
+61.5%
Q1 2020$17,000
-32.0%
525
+0.2%
0.01%
-13.3%
Q4 2019$25,0005240.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
Wealthquest Corp 345,159$14,897,00015.22%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 639,692$27,609,00013.75%
TOMPKINS FINANCIAL CORP 565,535$11,940,472,0003.60%
OLD DOMINION CAPITAL MANAGEMENT INC 80,175$3,460,0003.58%
Vontobel Swiss Wealth Advisors AG 108,169$4,669,0003.41%
Stratford Consulting, LLC 145,663$6,287,0003.22%
White Pine Investment CO 116,829$5,042,0002.93%
Efficient Advisors, LLC 260,923$11,261,0002.58%
America First Investment Advisors, LLC 136,581$5,895,0002.50%
Fusion Investment Group, LLC 66,628$2,876,0002.43%
View complete list of WISDOMTREE TR shareholders