WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 160 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $531,957 | +9.0% | 10,341 | +7.7% | 0.00% | 0.0% |
| Q1 2024 | $488,170 | +3.3% | 9,598 | +1.4% | 0.00% | 0.0% |
| Q4 2023 | $472,393 | +6.8% | 9,463 | -1.0% | 0.00% | 0.0% |
| Q3 2023 | $442,199 | -11.2% | 9,559 | -10.7% | 0.00% | -25.0% |
| Q2 2023 | $498,057 | +1.6% | 10,704 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $490,136 | +1.7% | 10,704 | -2.3% | 0.00% | 0.0% |
| Q4 2022 | $482,000 | +10.6% | 10,954 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $436,000 | -21.6% | 10,954 | -12.0% | 0.00% | -20.0% |
| Q2 2022 | $556,000 | -16.3% | 12,454 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $664,000 | +1.5% | 12,454 | +0.8% | 0.01% | +25.0% |
| Q4 2021 | $654,000 | -1.1% | 12,358 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $661,000 | -1.8% | 12,358 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $673,000 | +7.5% | 12,358 | +1.2% | 0.01% | -16.7% |
| Q1 2021 | $626,000 | -0.6% | 12,208 | -7.6% | 0.01% | 0.0% |
| Q4 2020 | $630,000 | +24.3% | 13,208 | +7.8% | 0.01% | 0.0% |
| Q3 2020 | $507,000 | -1.9% | 12,258 | -7.5% | 0.01% | 0.0% |
| Q2 2020 | $517,000 | +10.9% | 13,258 | -6.1% | 0.01% | -14.3% |
| Q1 2020 | $466,000 | -38.2% | 14,113 | -10.4% | 0.01% | -12.5% |
| Q4 2019 | $754,000 | -1.2% | 15,758 | -2.8% | 0.01% | -11.1% |
| Q3 2019 | $763,000 | -7.4% | 16,208 | -7.4% | 0.01% | -10.0% |
| Q2 2019 | $824,000 | -1.7% | 17,508 | -1.5% | 0.01% | 0.0% |
| Q1 2019 | $838,000 | +16.2% | 17,778 | +3.3% | 0.01% | 0.0% |
| Q4 2018 | $721,000 | -19.4% | 17,208 | -12.2% | 0.01% | 0.0% |
| Q3 2018 | $895,000 | -11.4% | 19,608 | -7.4% | 0.01% | -16.7% |
| Q2 2018 | $1,010,000 | -99.9% | 21,173 | -4.7% | 0.01% | -20.0% |
| Q1 2018 | $1,200,066,000 | +15.9% | 22,207 | +11.8% | 0.02% | +25.0% |
| Q4 2017 | $1,035,803,000 | +32.1% | 19,862 | +24.2% | 0.01% | +20.0% |
| Q3 2017 | $784,088,000 | +6.9% | 15,992 | -0.3% | 0.01% | 0.0% |
| Q2 2017 | $733,693,000 | +35.0% | 16,037 | +15.4% | 0.01% | +25.0% |
| Q1 2017 | $543,316,000 | +99958.2% | 13,892 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $543,000 | -99.9% | 13,892 | -1.8% | 0.01% | -11.1% |
| Q3 2016 | $590,428,000 | +4.1% | 14,142 | -3.4% | 0.01% | 0.0% |
| Q2 2016 | $567,231,000 | +1.4% | 14,642 | -1.1% | 0.01% | 0.0% |
| Q1 2016 | $559,144,000 | +8.5% | 14,800 | +0.7% | 0.01% | +12.5% |
| Q4 2015 | $515,382,000 | +3.4% | 14,700 | +5.0% | 0.01% | 0.0% |
| Q3 2015 | $498,540,000 | -16.0% | 14,000 | +2.4% | 0.01% | -11.1% |
| Q2 2015 | $593,358,000 | -1.5% | 13,675 | +0.4% | 0.01% | 0.0% |
| Q1 2015 | $602,634,000 | +4.8% | 13,625 | +2.3% | 0.01% | 0.0% |
| Q4 2014 | $575,107,000 | -46.7% | 13,325 | -42.9% | 0.01% | -52.6% |
| Q3 2014 | $1,078,082,000 | -33.6% | 23,325 | -31.0% | 0.02% | -32.1% |
| Q2 2014 | $1,622,924,000 | +38.0% | 33,825 | +34.1% | 0.03% | +33.3% |
| Q1 2014 | $1,175,737,000 | +28.0% | 25,225 | +26.6% | 0.02% | +23.5% |
| Q4 2013 | $918,343,000 | +208.8% | 19,925 | +212.5% | 0.02% | +183.3% |
| Q3 2013 | $297,394,000 | – | 6,375 | – | 0.01% | – |
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% |