WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 153 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $962,031 | -0.4% | 18,702 | -1.5% | 0.08% | -2.5% |
Q1 2024 | $965,577 | -12.2% | 18,985 | -13.8% | 0.08% | -21.0% |
Q4 2023 | $1,100,087 | -14.1% | 22,037 | -20.4% | 0.10% | -20.6% |
Q3 2023 | $1,280,986 | -1.1% | 27,691 | -0.5% | 0.13% | +5.0% |
Q2 2023 | $1,295,069 | -66.0% | 27,833 | -66.6% | 0.12% | -65.4% |
Q1 2023 | $3,811,972 | -6.0% | 83,249 | -9.7% | 0.35% | -7.2% |
Q4 2022 | $4,055,614 | +17.6% | 92,194 | +6.4% | 0.37% | +13.0% |
Q3 2022 | $3,450,000 | -9.2% | 86,643 | +1.8% | 0.33% | -2.9% |
Q2 2022 | $3,801,000 | -14.5% | 85,151 | +2.1% | 0.34% | -3.4% |
Q1 2022 | $4,444,000 | +1.6% | 83,374 | +0.8% | 0.35% | +5.7% |
Q4 2021 | $4,376,000 | +2.7% | 82,694 | +3.8% | 0.33% | -2.3% |
Q3 2021 | $4,259,000 | -3.7% | 79,635 | -1.9% | 0.34% | -2.6% |
Q2 2021 | $4,423,000 | -1.6% | 81,194 | -7.3% | 0.35% | -6.1% |
Q1 2021 | $4,493,000 | -7.5% | 87,607 | -13.9% | 0.37% | -15.2% |
Q4 2020 | $4,855,000 | +21.8% | 101,747 | +5.5% | 0.44% | +10.8% |
Q3 2020 | $3,986,000 | +2.3% | 96,403 | -3.5% | 0.40% | -1.2% |
Q2 2020 | $3,898,000 | -3.6% | 99,929 | -18.4% | 0.40% | -16.7% |
Q1 2020 | $4,043,000 | -31.5% | 122,401 | -0.8% | 0.48% | -13.1% |
Q4 2019 | $5,902,000 | +5.8% | 123,420 | -2.0% | 0.56% | +1.8% |
Q3 2019 | $5,577,000 | -19.5% | 125,888 | -14.5% | 0.55% | -20.0% |
Q2 2019 | $6,929,000 | +0.8% | 147,272 | +1.0% | 0.68% | -2.0% |
Q1 2019 | $6,872,000 | +45.2% | 145,854 | +29.1% | 0.70% | +29.7% |
Q4 2018 | $4,733,000 | +9.1% | 112,994 | +18.9% | 0.54% | +24.0% |
Q3 2018 | $4,339,000 | +4.7% | 95,060 | +9.4% | 0.43% | -10.9% |
Q2 2018 | $4,145,000 | -12.2% | 86,920 | -0.6% | 0.49% | -4.5% |
Q1 2018 | $4,723,000 | +3.2% | 87,407 | -0.4% | 0.51% | +1.6% |
Q4 2017 | $4,576,000 | +20.8% | 87,738 | +13.5% | 0.50% | +15.9% |
Q3 2017 | $3,789,000 | +6.9% | 77,282 | -0.3% | 0.43% | +5.1% |
Q2 2017 | $3,545,000 | +4.4% | 77,496 | +2.4% | 0.41% | +0.7% |
Q1 2017 | $3,397,000 | +13.8% | 75,694 | -0.8% | 0.41% | +3.5% |
Q4 2016 | $2,984,000 | -6.2% | 76,291 | +0.2% | 0.40% | +1.0% |
Q3 2016 | $3,180,000 | +21.5% | 76,159 | +12.7% | 0.39% | +15.7% |
Q2 2016 | $2,618,000 | – | 67,575 | – | 0.34% | – |
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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% |