WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 182 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,333,093 | -2.3% | 103,676 | -3.4% | 0.06% | -6.7% |
| Q1 2024 | $5,459,363 | +3.6% | 107,341 | +1.7% | 0.06% | -15.5% |
| Q4 2023 | $5,267,658 | +10.8% | 105,522 | +2.7% | 0.07% | -2.7% |
| Q3 2023 | $4,755,065 | +0.4% | 102,790 | +1.0% | 0.07% | +2.8% |
| Q2 2023 | $4,736,568 | +2.1% | 101,796 | +0.5% | 0.07% | -4.1% |
| Q1 2023 | $4,638,619 | +13.6% | 101,302 | +9.1% | 0.07% | +7.2% |
| Q4 2022 | $4,082,756 | +13.4% | 92,811 | +2.7% | 0.07% | +3.0% |
| Q3 2022 | $3,600,000 | -9.1% | 90,402 | +1.9% | 0.07% | -8.2% |
| Q2 2022 | $3,960,000 | -33.9% | 88,699 | -21.1% | 0.07% | -21.5% |
| Q1 2022 | $5,995,000 | +1.8% | 112,483 | +1.0% | 0.09% | +3.3% |
| Q4 2021 | $5,891,000 | +1.9% | 111,322 | +3.0% | 0.09% | -9.1% |
| Q3 2021 | $5,779,000 | +0.3% | 108,050 | +2.2% | 0.10% | +2.1% |
| Q2 2021 | $5,760,000 | -100.0% | 105,727 | -54.0% | 0.10% | -6.7% |
| Q1 2021 | $11,782,356,000 | +245878.2% | 229,720 | +128.8% | 0.10% | 0.0% |
| Q4 2020 | $4,790,000 | +22.7% | 100,383 | +6.3% | 0.10% | +6.1% |
| Q3 2020 | $3,905,000 | +18.2% | 94,438 | +11.5% | 0.10% | +4.3% |
| Q2 2020 | $3,305,000 | +21.1% | 84,728 | +2.5% | 0.09% | -6.0% |
| Q1 2020 | $2,729,000 | -40.8% | 82,638 | -14.3% | 0.10% | -26.5% |
| Q4 2019 | $4,611,000 | +9923.9% | 96,443 | +9050.2% | 0.14% | +6700.0% |
| Q3 2019 | $46,000 | -41.8% | 1,054 | -37.6% | 0.00% | -33.3% |
| Q2 2019 | $79,000 | +41.1% | 1,690 | +38.4% | 0.00% | 0.0% |
| Q3 2018 | $56,000 | -47.2% | 1,221 | -44.9% | 0.00% | -50.0% |
| Q2 2018 | $106,000 | +265.5% | 2,214 | +264.1% | 0.01% | +100.0% |
| Q3 2017 | $29,000 | -12.1% | 608 | -16.7% | 0.00% | -25.0% |
| Q2 2017 | $33,000 | – | 730 | – | 0.00% | – |
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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% |