WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 154 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $400,000 | -10.1% | 7,478 | -8.4% | 0.02% | -14.3% |
| Q2 2021 | $445,000 | -99.7% | 8,163 | +135.2% | 0.02% | +40.0% |
| Q1 2021 | $177,981,000 | +2617.7% | 3,470 | -98.3% | 0.02% | -98.6% |
| Q1 2020 | $6,549,000 | +33.1% | 203,635 | +89.8% | 1.05% | +6.3% |
| Q3 2019 | $4,922,000 | -5.6% | 107,263 | -3.1% | 0.99% | +2.4% |
| Q1 2019 | $5,215,000 | +92.7% | 110,698 | +71.4% | 0.96% | +65.1% |
| Q4 2018 | $2,706,000 | – | 64,603 | – | 0.58% | – |
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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% |