Geneos Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 153 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$26,604
+432.1%
581
+448.1%
0.00%
Q1 2022$5,0000.0%1060.0%0.00%
Q4 2021$5,0000.0%1060.0%0.00%
Q3 2021$5,0000.0%1060.0%0.00%
Q2 2021$5,0000.0%1060.0%0.00%
Q1 2021$5,0000.0%1060.0%0.00%
Q4 2020$5,000
+25.0%
1060.0%0.00%
Q3 2020$4,0000.0%1060.0%0.00%
Q2 2020$4,000
+33.3%
1060.0%0.00%
Q1 2020$3,000
-40.0%
1060.0%0.00%
Q4 2019$5,000
+25.0%
1060.0%0.00%
Q3 2019$4,0000.0%1060.0%0.00%
Q2 2019$4,0000.0%1060.0%0.00%
Q1 2019$4,000
-90.5%
106
-88.6%
0.00%
-100.0%
Q3 2018$42,000
-4.5%
9310.0%0.00%0.0%
Q2 2018$44,000
-12.0%
9310.0%0.00%
-25.0%
Q1 2018$50,000
+4.2%
9310.0%0.00%0.0%
Q4 2017$48,000
+6.7%
9310.0%0.00%0.0%
Q3 2017$45,000
+7.1%
9310.0%0.00%0.0%
Q2 2017$42,000
+2.4%
9310.0%0.00%0.0%
Q1 2017$41,000
-18.0%
931
-27.3%
0.00%
-42.9%
Q4 2016$50,000
-13.8%
1,281
-8.1%
0.01%
-12.5%
Q3 2016$58,000
+7.4%
1,3940.0%0.01%0.0%
Q2 2016$54,000
+3.8%
1,3940.0%0.01%0.0%
Q1 2016$52,0001,3940.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2017
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 247,056$10,945,0007.93%
Great Point Wealth Advisors, LLC 222,817$9,870,0006.72%
Neumann Capital Management, LLC 167,450$7,418,0004.59%
Financial Planning & Information Services, Inc. 227,351$10,072,0004.26%
FIRST WILSHIRE SECURITIES MANAGEMENT INC 236,639$10,483,0003.97%
America First Investment Advisors, LLC 275,717$12,214,0003.68%
White Pine Investment CO 138,235$6,124,0002.78%
Stratford Consulting, LLC 162,784$7,211,0002.47%
Efficient Advisors, LLC 271,176$12,013,0002.20%
PALLADIUM PARTNERS LLC 614,023$28,030,0001.96%
View complete list of WISDOMTREE TR shareholders