WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 182 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $275,000 | -10.7% | 6,905 | 0.0% | 0.17% | -1.8% |
| Q2 2022 | $308,000 | -16.3% | 6,905 | 0.0% | 0.17% | +1.8% |
| Q1 2022 | $368,000 | +0.8% | 6,905 | 0.0% | 0.17% | -2.9% |
| Q4 2021 | $365,000 | +54.7% | 6,905 | +56.6% | 0.17% | +33.6% |
| Q3 2021 | $236,000 | -1.7% | 4,410 | 0.0% | 0.13% | +2.4% |
| Q2 2021 | $240,000 | +6.2% | 4,410 | 0.0% | 0.12% | -5.3% |
| Q1 2021 | $226,000 | – | 4,410 | – | 0.13% | – |
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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% |