WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $262,498 | -13.8% | 5,103 | -14.8% | 0.06% | -19.4% |
| Q1 2024 | $304,651 | -21.7% | 5,990 | -23.2% | 0.07% | -26.5% |
| Q4 2023 | $389,326 | +5.1% | 7,799 | -2.6% | 0.10% | -6.7% |
| Q3 2023 | $370,496 | -36.7% | 8,009 | -36.4% | 0.10% | -38.6% |
| Q2 2023 | $585,515 | -1.9% | 12,584 | -3.5% | 0.17% | -0.6% |
| Q1 2023 | $596,835 | +102625.5% | 13,034 | -1.4% | 0.17% | -8.5% |
| Q4 2022 | $581 | -99.9% | 13,217 | +0.0% | 0.19% | +2.7% |
| Q3 2022 | $526,000 | -10.7% | 13,212 | +0.1% | 0.18% | -3.7% |
| Q2 2022 | $589,000 | -21.5% | 13,196 | -6.3% | 0.19% | -8.7% |
| Q1 2022 | $750,000 | -2.2% | 14,080 | -2.9% | 0.21% | -3.3% |
| Q4 2021 | $767,000 | -11.1% | 14,494 | -10.2% | 0.22% | -18.3% |
| Q3 2021 | $863,000 | -24.6% | 16,133 | -23.2% | 0.26% | -24.4% |
| Q2 2021 | $1,144,000 | +13.7% | 21,002 | +7.1% | 0.35% | +7.1% |
| Q1 2021 | $1,006,000 | -3.1% | 19,617 | -9.8% | 0.32% | -10.5% |
| Q4 2020 | $1,038,000 | +7.6% | 21,758 | -6.8% | 0.36% | -6.7% |
| Q3 2020 | $965,000 | -52.5% | 23,347 | -55.2% | 0.39% | -38.6% |
| Q2 2020 | $2,032,000 | +80.6% | 52,108 | +53.0% | 0.63% | +27.3% |
| Q1 2020 | $1,125,000 | +290.6% | 34,055 | +464.7% | 0.50% | +329.3% |
| Q4 2019 | $288,000 | +1007.7% | 6,031 | +941.6% | 0.12% | +673.3% |
| Q3 2019 | $26,000 | -53.6% | 579 | -51.1% | 0.02% | -55.9% |
| Q2 2019 | $56,000 | +75.0% | 1,184 | +72.3% | 0.03% | +54.5% |
| Q1 2019 | $32,000 | -5.9% | 687 | -15.2% | 0.02% | -26.7% |
| Q4 2018 | $34,000 | – | 810 | – | 0.03% | – |
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% |