WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 213 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 2.89 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,674,475 | -0.9% | 32,552 | -2.0% | 0.68% | -1.5% |
| Q1 2024 | $1,689,874 | +1.9% | 33,226 | 0.0% | 0.69% | -10.8% |
| Q4 2023 | $1,658,642 | +0.8% | 33,226 | -6.6% | 0.77% | -10.8% |
| Q3 2023 | $1,645,329 | +0.3% | 35,567 | +0.9% | 0.86% | +4.1% |
| Q2 2023 | $1,640,043 | -17.6% | 35,247 | -18.9% | 0.83% | -21.1% |
| Q1 2023 | $1,989,781 | +2.4% | 43,454 | -1.6% | 1.05% | -5.2% |
| Q4 2022 | $1,943,015 | +16.1% | 44,169 | +5.1% | 1.11% | +7.7% |
| Q3 2022 | $1,673,000 | -5.9% | 42,016 | +5.5% | 1.03% | -4.1% |
| Q2 2022 | $1,778,000 | -13.4% | 39,835 | +3.4% | 1.08% | -4.4% |
| Q1 2022 | $2,054,000 | +9.8% | 38,530 | +9.0% | 1.12% | +10.7% |
| Q4 2021 | $1,871,000 | +9.2% | 35,349 | +10.3% | 1.02% | +1.1% |
| Q3 2021 | $1,714,000 | +4.7% | 32,052 | +6.7% | 1.00% | +4.0% |
| Q2 2021 | $1,637,000 | +8.8% | 30,045 | +2.4% | 0.97% | +3.1% |
| Q1 2021 | $1,505,000 | +12.1% | 29,340 | +4.2% | 0.94% | +4.1% |
| Q4 2020 | $1,343,000 | +20.0% | 28,146 | +4.0% | 0.90% | +5.4% |
| Q3 2020 | $1,119,000 | +275.5% | 27,051 | +334.5% | 0.85% | +281.2% |
| Q4 2019 | $298,000 | +33.6% | 6,226 | +23.7% | 0.22% | +21.7% |
| Q3 2019 | $223,000 | -0.9% | 5,032 | +5.3% | 0.18% | -3.2% |
| Q2 2019 | $225,000 | -40.6% | 4,777 | -40.6% | 0.19% | -42.8% |
| Q1 2019 | $379,000 | +20.3% | 8,048 | +7.0% | 0.33% | +2.5% |
| Q4 2018 | $315,000 | – | 7,523 | – | 0.32% | – |
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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% |