WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 22 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $656,000 | -5.3% | 28,000 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $693,000 | 0.0% | 28,000 | 0.0% | 0.02% | -5.9% |
| Q1 2019 | $693,000 | +11.4% | 28,000 | 0.0% | 0.02% | +6.2% |
| Q4 2018 | $622,000 | -64.6% | 28,000 | -61.9% | 0.02% | -66.0% |
| Q3 2018 | $1,757,000 | -3.7% | 73,400 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $1,824,000 | -26.7% | 73,400 | -20.2% | 0.05% | -28.8% |
| Q1 2018 | $2,487,000 | -0.7% | 91,940 | 0.0% | 0.07% | 0.0% |
| Q4 2017 | $2,505,000 | +6.4% | 91,940 | 0.0% | 0.07% | +15.8% |
| Q3 2017 | $2,354,000 | +6.6% | 91,940 | 0.0% | 0.06% | +29.5% |
| Q2 2017 | $2,209,000 | +3.4% | 91,940 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $2,136,000 | +10.0% | 91,940 | 0.0% | 0.04% | +22.2% |
| Q4 2016 | $1,941,000 | – | 91,940 | – | 0.04% | – |
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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% |