WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 178 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 12.19 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,747,980 | +3.1% | 131,181 | +1.9% | 0.02% | 0.0% |
| Q1 2024 | $6,546,067 | +2.5% | 128,707 | +0.6% | 0.02% | -9.5% |
| Q4 2023 | $6,383,833 | +8.4% | 127,881 | +0.5% | 0.02% | -8.7% |
| Q3 2023 | $5,888,902 | -0.7% | 127,300 | -0.1% | 0.02% | 0.0% |
| Q2 2023 | $5,931,288 | +103214.5% | 127,472 | +1.7% | 0.02% | -8.0% |
| Q1 2023 | $5,741 | +6.9% | 125,391 | +2.7% | 0.02% | -7.4% |
| Q4 2022 | $5,368 | -99.9% | 122,043 | +3.3% | 0.03% | +12.5% |
| Q3 2022 | $4,704,000 | -6.5% | 118,171 | +4.9% | 0.02% | -11.1% |
| Q2 2022 | $5,029,000 | -12.9% | 112,658 | +4.0% | 0.03% | -3.6% |
| Q1 2022 | $5,773,000 | +4.4% | 108,314 | +3.6% | 0.03% | +7.7% |
| Q4 2021 | $5,532,000 | +1.9% | 104,552 | +3.0% | 0.03% | -10.3% |
| Q3 2021 | $5,429,000 | +5.2% | 101,530 | +7.1% | 0.03% | 0.0% |
| Q2 2021 | $5,163,000 | +15.2% | 94,782 | +8.5% | 0.03% | -3.3% |
| Q1 2021 | $4,480,000 | +447900.0% | 87,353 | +349312.0% | 0.03% | – |
| Q4 2020 | $1,000 | – | 25 | – | 0.00% | – |
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% |