ENVESTNET ASSET MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 35 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$441,000
-66.6%
19,852
-60.8%
0.00%
-100.0%
Q1 2022$1,319,000
-8.8%
50,693
-0.5%
0.00%0.0%
Q4 2021$1,446,000
+1.0%
50,946
-0.3%
0.00%0.0%
Q3 2021$1,432,000
-4.4%
51,094
+2.4%
0.00%0.0%
Q2 2021$1,498,000
-1.8%
49,909
-2.7%
0.00%0.0%
Q1 2021$1,525,000
-58.1%
51,310
-60.0%
0.00%
-66.7%
Q4 2020$3,643,000
+71.7%
128,385
+46.4%
0.00%
+50.0%
Q3 2020$2,122,000
-5.6%
87,693
-11.4%
0.00%0.0%
Q2 2020$2,249,000
+7.2%
99,011
-9.2%
0.00%0.0%
Q1 2020$2,097,000
+893.8%
109,013
+1180.2%
0.00%
Q2 2019$211,000
-5.8%
8,515
-5.8%
0.00%
Q1 2019$224,000
-88.3%
9,044
-89.5%
0.00%
-100.0%
Q4 2018$1,921,00086,4350.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 81,126$1,801,0001.32%
One Capital Management, LLC 781,105$17,340,0001.03%
Professional Financial Advisors, LLC 25,018$555,0000.31%
Sowell Financial Services LLC 28,095$1,405,0000.13%
FLOW TRADERS U.S. LLC 87,868$1,951,0000.10%
Capital Advisors, Ltd. LLC 19,623$436,0000.08%
KMG FIDUCIARY PARTNERS, LLC 16,881$375,0000.07%
Lansing Street Advisors 2,650$59,0000.05%
Princeton Global Asset Management LLC 5,418$120,0000.04%
OLD MISSION CAPITAL LLC 59,623$1,324,0000.04%
View complete list of WISDOMTREE TR shareholders