WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 179 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.58 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,495,509 | +1.1% | 48,513 | 0.0% | 0.04% | 0.0% |
Q1 2024 | $2,467,371 | +2.8% | 48,513 | +0.9% | 0.04% | -2.5% |
Q4 2023 | $2,400,653 | -1.9% | 48,090 | -9.1% | 0.04% | -11.1% |
Q3 2023 | $2,447,570 | -3.1% | 52,909 | -2.5% | 0.04% | +2.3% |
Q2 2023 | $2,524,671 | +3.7% | 54,259 | +2.1% | 0.04% | -12.0% |
Q1 2023 | $2,434,151 | -0.8% | 53,159 | -4.7% | 0.05% | -5.7% |
Q4 2022 | $2,453,938 | -7.0% | 55,784 | -15.8% | 0.05% | -13.1% |
Q3 2022 | $2,640,000 | +2.4% | 66,290 | +14.8% | 0.06% | +8.9% |
Q2 2022 | $2,579,000 | -12.2% | 57,765 | +4.8% | 0.06% | +7.7% |
Q1 2022 | $2,938,000 | +4.2% | 55,115 | +3.5% | 0.05% | +6.1% |
Q4 2021 | $2,819,000 | +4.0% | 53,272 | +5.1% | 0.05% | -2.0% |
Q3 2021 | $2,711,000 | -4.1% | 50,697 | -2.3% | 0.05% | -2.0% |
Q2 2021 | $2,826,000 | +7.6% | 51,875 | +1.3% | 0.05% | +2.0% |
Q1 2021 | $2,626,000 | +8.6% | 51,200 | +1.0% | 0.05% | +2.0% |
Q4 2020 | $2,419,000 | +20.6% | 50,696 | +4.6% | 0.05% | +2.1% |
Q3 2020 | $2,005,000 | +17.7% | 48,486 | +11.0% | 0.05% | +14.3% |
Q2 2020 | $1,704,000 | +18.1% | 43,681 | 0.0% | 0.04% | -4.5% |
Q1 2020 | $1,443,000 | -34.3% | 43,681 | -5.0% | 0.04% | -8.3% |
Q4 2019 | $2,198,000 | +7.5% | 45,961 | -0.4% | 0.05% | 0.0% |
Q3 2019 | $2,044,000 | -6.0% | 46,151 | -0.2% | 0.05% | -5.9% |
Q2 2019 | $2,175,000 | +3.5% | 46,227 | +3.7% | 0.05% | +8.5% |
Q1 2019 | $2,101,000 | +12.7% | 44,590 | +0.2% | 0.05% | -2.1% |
Q4 2018 | $1,865,000 | -2.3% | 44,515 | +6.4% | 0.05% | +20.0% |
Q3 2018 | $1,909,000 | +5.6% | 41,824 | +10.3% | 0.04% | +8.1% |
Q2 2018 | $1,808,000 | -7.9% | 37,904 | +4.3% | 0.04% | -2.6% |
Q1 2018 | $1,963,000 | +728.3% | 36,329 | +445.5% | 0.04% | +660.0% |
Q3 2015 | $237,000 | -38.8% | 6,660 | -25.3% | 0.01% | -28.6% |
Q2 2015 | $387,000 | -14.0% | 8,915 | -12.4% | 0.01% | -12.5% |
Q1 2015 | $450,000 | -4.1% | 10,175 | -6.4% | 0.01% | -11.1% |
Q4 2014 | $469,000 | -23.4% | 10,875 | -17.9% | 0.01% | -25.0% |
Q3 2014 | $612,000 | -33.0% | 13,240 | -30.4% | 0.01% | -33.3% |
Q2 2014 | $913,000 | -9.5% | 19,025 | -12.1% | 0.02% | -10.0% |
Q1 2014 | $1,009,000 | -39.7% | 21,650 | -40.4% | 0.02% | -39.4% |
Q4 2013 | $1,674,000 | -15.7% | 36,310 | -14.7% | 0.03% | -19.5% |
Q3 2013 | $1,986,000 | -73.3% | 42,570 | -73.7% | 0.04% | -75.4% |
Q2 2013 | $7,440,000 | – | 161,595 | – | 0.17% | – |
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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% |