WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 44 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,924 | -2.1% | 9,006 | 0.0% | 0.04% | +2.3% |
| Q2 2023 | $205,157 | +0.7% | 9,006 | 0.0% | 0.04% | -6.4% |
| Q1 2023 | $203,716 | -53.5% | 9,006 | -46.5% | 0.05% | -50.0% |
| Q1 2022 | $438,000 | -8.4% | 16,830 | 0.0% | 0.09% | -5.1% |
| Q4 2021 | $478,000 | +1.3% | 16,830 | 0.0% | 0.10% | -3.9% |
| Q3 2021 | $472,000 | -6.5% | 16,830 | 0.0% | 0.10% | -3.7% |
| Q2 2021 | $505,000 | +1.0% | 16,830 | 0.0% | 0.11% | -4.5% |
| Q1 2021 | $500,000 | +4.6% | 16,830 | 0.0% | 0.11% | -13.8% |
| Q4 2020 | $478,000 | +17.4% | 16,830 | 0.0% | 0.13% | +1.6% |
| Q3 2020 | $407,000 | +6.5% | 16,830 | 0.0% | 0.13% | +0.8% |
| Q2 2020 | $382,000 | -0.3% | 16,830 | -15.5% | 0.13% | -9.3% |
| Q1 2020 | $383,000 | -26.8% | 19,920 | 0.0% | 0.14% | +5.3% |
| Q4 2019 | $523,000 | +12.0% | 19,920 | 0.0% | 0.13% | +3.9% |
| Q3 2019 | $467,000 | -5.3% | 19,920 | 0.0% | 0.13% | -5.9% |
| Q2 2019 | $493,000 | +1.4% | 19,920 | +1.5% | 0.14% | +1.5% |
| Q1 2019 | $486,000 | +6.6% | 19,620 | -4.4% | 0.13% | -5.0% |
| Q4 2018 | $456,000 | +47.1% | 20,521 | +58.3% | 0.14% | +78.5% |
| Q3 2018 | $310,000 | -4.6% | 12,963 | -1.0% | 0.08% | -9.2% |
| Q2 2018 | $325,000 | -12.6% | 13,093 | -4.7% | 0.09% | -13.0% |
| Q1 2018 | $372,000 | -9.0% | 13,743 | -8.3% | 0.10% | -9.9% |
| Q4 2017 | $409,000 | +6.5% | 14,993 | -0.1% | 0.11% | +0.9% |
| Q3 2017 | $384,000 | +15.0% | 15,013 | +7.9% | 0.11% | +10.0% |
| Q2 2017 | $334,000 | -40.8% | 13,913 | -42.7% | 0.10% | -42.9% |
| Q1 2017 | $564,000 | -13.6% | 24,271 | -21.5% | 0.18% | -19.7% |
| Q4 2016 | $653,000 | +3.5% | 30,933 | +13.3% | 0.22% | -6.4% |
| Q3 2016 | $631,000 | +6.4% | 27,303 | 0.0% | 0.23% | +1.3% |
| Q2 2016 | $593,000 | +8.8% | 27,303 | +5.2% | 0.23% | +9.0% |
| Q1 2016 | $545,000 | +59.4% | 25,963 | +47.2% | 0.21% | +62.3% |
| Q4 2015 | $342,000 | -14.3% | 17,639 | -14.1% | 0.13% | -18.8% |
| Q3 2015 | $399,000 | +36.6% | 20,539 | +68.2% | 0.16% | +58.4% |
| Q2 2015 | $292,000 | +7.4% | 12,209 | +8.0% | 0.10% | +9.8% |
| Q1 2015 | $272,000 | – | 11,309 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 239,361 | $5,107,969 | 2.47% |
| One Capital Management, LLC | 1,315,042 | $29,338,587 | 1.30% |
| Professional Financial Advisors, LLC | 32,351 | $721,747 | 0.33% |
| Occidental Asset Management, LLC | 50,086 | $1,117,426 | 0.26% |
| NewEdge Wealth, LLC | 295,806 | $6,599,433 | 0.21% |
| Great Waters Wealth Management | 23,592 | $524,204 | 0.10% |
| Capital Advisors, Ltd. LLC | 25,581 | $571 | 0.09% |
| 180 WEALTH ADVISORS, LLC | 12,365 | $275,863 | 0.06% |
| KMG FIDUCIARY PARTNERS, LLC | 18,841 | $420,346 | 0.06% |
| Princeton Global Asset Management LLC | 7,333 | $163,599 | 0.05% |