WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 174 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 1.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $776,127 | +1.1% | 15,088 | 0.0% | 0.14% | -5.3% |
| Q1 2024 | $767,376 | +1.9% | 15,088 | 0.0% | 0.15% | -2.6% |
| Q4 2023 | $753,193 | +4.7% | 15,088 | -3.0% | 0.16% | -4.9% |
| Q3 2023 | $719,528 | -0.6% | 15,554 | 0.0% | 0.16% | +6.5% |
| Q2 2023 | $723,728 | +1.6% | 15,554 | 0.0% | 0.15% | +2.0% |
| Q1 2023 | $712,218 | +4.1% | 15,554 | 0.0% | 0.15% | +6.4% |
| Q4 2022 | $684,220 | +551.6% | 15,554 | +391.0% | 0.14% | +104.3% |
| Q1 2020 | $105,000 | -70.2% | 3,168 | -56.9% | 0.07% | -51.1% |
| Q4 2019 | $352,000 | -87.2% | 7,353 | -88.2% | 0.14% | -88.1% |
| Q3 2019 | $2,754,000 | -33.5% | 62,171 | -29.4% | 1.19% | -46.9% |
| Q2 2019 | $4,141,000 | -4.7% | 88,009 | -4.6% | 2.24% | +1.6% |
| Q1 2019 | $4,344,000 | +8.6% | 92,209 | -3.4% | 2.21% | -2.3% |
| Q4 2018 | $4,000,000 | -0.1% | 95,489 | +8.9% | 2.26% | +18.4% |
| Q3 2018 | $4,004,000 | -0.5% | 87,714 | +4.0% | 1.91% | -4.7% |
| Q2 2018 | $4,023,000 | -2.1% | 84,365 | +11.0% | 2.00% | +9.6% |
| Q1 2018 | $4,108,000 | +9.2% | 76,025 | +5.4% | 1.82% | +7.2% |
| Q4 2017 | $3,763,000 | – | 72,160 | – | 1.70% | – |
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% |