WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 10 filers reported holding WISDOMTREE TR in Q1 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $3,427,885 | +543.1% | 74,861 | +648.7% | 0.00% | – |
Q1 2022 | $533,000 | -2.7% | 9,999 | -3.4% | 0.00% | – |
Q4 2021 | $548,000 | +0.6% | 10,356 | +1.5% | 0.00% | – |
Q3 2021 | $545,000 | -1.6% | 10,200 | +0.4% | 0.00% | – |
Q2 2021 | $554,000 | +9.3% | 10,164 | +2.9% | 0.00% | – |
Q1 2021 | $507,000 | -66.8% | 9,877 | -66.2% | 0.00% | – |
Q4 2017 | $1,526,000 | -36.2% | 29,260 | -52.1% | 0.00% | -100.0% |
Q4 2016 | $2,391,000 | -22.9% | 61,126 | -25.6% | 0.00% | 0.0% |
Q1 2016 | $3,103,000 | -66.7% | 82,133 | -69.1% | 0.00% | -66.7% |
Q4 2015 | $9,330,000 | +30.6% | 266,116 | +32.6% | 0.00% | +50.0% |
Q3 2015 | $7,145,000 | -14.2% | 200,643 | +4.6% | 0.00% | -33.3% |
Q2 2015 | $8,326,000 | +2.7% | 191,890 | +4.7% | 0.00% | 0.0% |
Q1 2015 | $8,107,000 | +43.3% | 183,299 | +39.8% | 0.00% | +50.0% |
Q4 2014 | $5,658,000 | +26.7% | 131,086 | +35.7% | 0.00% | +100.0% |
Q3 2014 | $4,466,000 | +13.6% | 96,634 | +17.9% | 0.00% | 0.0% |
Q2 2014 | $3,932,000 | -6.2% | 81,946 | -8.9% | 0.00% | 0.0% |
Q1 2014 | $4,192,000 | -5.4% | 89,948 | -6.4% | 0.00% | 0.0% |
Q4 2013 | $4,430,000 | +23.8% | 96,118 | +25.3% | 0.00% | 0.0% |
Q3 2013 | $3,577,000 | +0.6% | 76,684 | -0.7% | 0.00% | 0.0% |
Q2 2013 | $3,556,000 | +97.9% | 77,239 | +112.4% | 0.00% | 0.0% |
Q4 2012 | $1,797,000 | -57.2% | 36,357 | -60.3% | 0.00% | -50.0% |
Q3 2012 | $4,196,000 | +1377.5% | 91,493 | +1294.7% | 0.00% | – |
Q2 2012 | $284,000 | -78.9% | 6,560 | -76.6% | 0.00% | -100.0% |
Q1 2012 | $1,347,000 | – | 27,995 | – | 0.00% | – |
Download |
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% |