WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 184 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,524,881 | +15.0% | 49,084 | +13.7% | 0.82% | +8.1% |
| Q1 2024 | $2,194,660 | +12.4% | 43,151 | +10.4% | 0.75% | -0.8% |
| Q4 2023 | $1,951,984 | +11.8% | 39,102 | +3.6% | 0.76% | -6.5% |
| Q3 2023 | $1,746,372 | +3.7% | 37,751 | +4.3% | 0.81% | -2.3% |
| Q2 2023 | $1,684,676 | +4.9% | 36,206 | +3.2% | 0.83% | -7.5% |
| Q1 2023 | $1,606,370 | +6.6% | 35,081 | +2.4% | 0.90% | -0.3% |
| Q4 2022 | $1,507,327 | -11.4% | 34,265 | -19.8% | 0.90% | -14.5% |
| Q3 2022 | $1,701,000 | -11.5% | 42,727 | -0.7% | 1.06% | -9.4% |
| Q2 2022 | $1,921,000 | -14.7% | 43,025 | +1.9% | 1.16% | -5.4% |
| Q1 2022 | $2,251,000 | +7.3% | 42,237 | +6.6% | 1.23% | -5.2% |
| Q4 2021 | $2,098,000 | -1.1% | 39,639 | -0.1% | 1.30% | -23.7% |
| Q3 2021 | $2,122,000 | -1.3% | 39,685 | +0.6% | 1.70% | -2.1% |
| Q2 2021 | $2,150,000 | +17.4% | 39,455 | +2.8% | 1.74% | -1.1% |
| Q4 2020 | $1,831,000 | – | 38,375 | – | 1.76% | – |
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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% |