WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 43 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $1,921,000 | – | 86,435 | – | 0.00% | – |
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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% |