WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 4.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,289,600 | +0.2% | 25,070 | -1.0% | 0.70% | -2.2% |
| Q1 2024 | $1,287,443 | +14.3% | 25,313 | +12.2% | 0.72% | -0.3% |
| Q4 2023 | $1,126,278 | +10.7% | 22,562 | +2.6% | 0.72% | +0.7% |
| Q3 2023 | $1,017,199 | -0.7% | 21,989 | -0.1% | 0.71% | +3.5% |
| Q2 2023 | $1,024,624 | +4.5% | 22,021 | -1.2% | 0.69% | -6.8% |
| Q4 2022 | $980,854 | +2.5% | 22,297 | -7.3% | 0.74% | -1.1% |
| Q3 2022 | $957,000 | -12.0% | 24,040 | -1.4% | 0.75% | -7.5% |
| Q2 2022 | $1,088,000 | -13.9% | 24,369 | +2.8% | 0.81% | +2.5% |
| Q1 2022 | $1,263,000 | +13.9% | 23,702 | +13.1% | 0.79% | +17.6% |
| Q4 2021 | $1,109,000 | -1.0% | 20,958 | +0.1% | 0.67% | -6.3% |
| Q3 2021 | $1,120,000 | -0.3% | 20,947 | +1.6% | 0.72% | -1.0% |
| Q2 2021 | $1,123,000 | +7.8% | 20,620 | +1.5% | 0.72% | -1.2% |
| Q1 2021 | $1,042,000 | +7.5% | 20,310 | +0.0% | 0.73% | +2.5% |
| Q4 2020 | $969,000 | +9.2% | 20,301 | -5.4% | 0.71% | +1.3% |
| Q3 2020 | $887,000 | +3.7% | 21,460 | -2.1% | 0.70% | -13.6% |
| Q2 2020 | $855,000 | +22.8% | 21,919 | +4.1% | 0.82% | +1.0% |
| Q1 2020 | $696,000 | -30.9% | 21,059 | +0.0% | 0.81% | -16.4% |
| Q4 2019 | $1,007,000 | – | 21,058 | – | 0.97% | – |
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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% |