WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 172 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $262,226 | +1.7% | 5,098 | +0.5% | 0.02% | 0.0% |
| Q1 2024 | $257,896 | +1.9% | 5,071 | +0.0% | 0.02% | -19.2% |
| Q4 2023 | $253,030 | -1.4% | 5,069 | -8.6% | 0.03% | -10.3% |
| Q3 2023 | $256,530 | +0.0% | 5,545 | +0.6% | 0.03% | 0.0% |
| Q2 2023 | $256,483 | +2.3% | 5,512 | +0.7% | 0.03% | -3.3% |
| Q1 2023 | $250,648 | -5.8% | 5,474 | -8.2% | 0.03% | -23.1% |
| Q2 2022 | $266,000 | -16.4% | 5,962 | 0.0% | 0.04% | -2.5% |
| Q1 2022 | $318,000 | +0.6% | 5,962 | 0.0% | 0.04% | -4.8% |
| Q4 2021 | $316,000 | -0.9% | 5,962 | 0.0% | 0.04% | -27.6% |
| Q3 2021 | $319,000 | +16.0% | 5,962 | +17.9% | 0.06% | +16.0% |
| Q2 2021 | $275,000 | -3.2% | 5,056 | -8.7% | 0.05% | -19.4% |
| Q1 2021 | $284,000 | -93.2% | 5,538 | -93.7% | 0.06% | -91.6% |
| Q4 2020 | $4,205,000 | – | 88,118 | – | 0.73% | – |
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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% |