WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 36 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217 | -5.7% | 9,722 | -3.6% | 0.00% | 0.0% |
| Q2 2023 | $230 | -1.3% | 10,087 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $233 | +6.4% | 10,321 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $219 | -99.9% | 10,321 | -2.1% | 0.00% | 0.0% |
| Q3 2022 | $202,000 | -40.8% | 10,541 | -31.4% | 0.00% | -50.0% |
| Q2 2022 | $341,000 | -21.1% | 15,372 | -7.4% | 0.00% | 0.0% |
| Q1 2022 | $432,000 | -8.3% | 16,605 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $471,000 | -5.0% | 16,605 | -6.1% | 0.00% | 0.0% |
| Q3 2021 | $496,000 | -5.2% | 17,680 | +1.4% | 0.00% | -33.3% |
| Q2 2021 | $523,000 | +11.0% | 17,430 | +10.0% | 0.00% | 0.0% |
| Q1 2021 | $471,000 | -8.7% | 15,846 | -12.9% | 0.00% | 0.0% |
| Q4 2020 | $516,000 | +49.1% | 18,195 | +27.4% | 0.00% | +50.0% |
| Q3 2020 | $346,000 | +4.5% | 14,286 | -1.9% | 0.00% | 0.0% |
| Q2 2020 | $331,000 | +14.1% | 14,557 | -3.5% | 0.00% | -33.3% |
| Q1 2020 | $290,000 | -6.8% | 15,088 | +27.5% | 0.00% | +50.0% |
| Q4 2019 | $311,000 | -2.8% | 11,838 | -13.4% | 0.00% | -33.3% |
| Q3 2019 | $320,000 | -10.4% | 13,666 | -5.3% | 0.00% | 0.0% |
| Q2 2019 | $357,000 | +5.0% | 14,428 | +5.1% | 0.00% | 0.0% |
| Q1 2019 | $340,000 | +14.9% | 13,727 | +3.0% | 0.00% | 0.0% |
| Q4 2018 | $296,000 | -10.0% | 13,330 | -3.0% | 0.00% | 0.0% |
| Q3 2018 | $329,000 | -1.8% | 13,738 | +1.8% | 0.00% | -25.0% |
| Q2 2018 | $335,000 | +10.2% | 13,498 | +20.0% | 0.00% | +33.3% |
| Q1 2018 | $304,000 | +19.7% | 11,245 | +20.4% | 0.00% | 0.0% |
| Q4 2017 | $254,000 | -44.5% | 9,338 | -47.8% | 0.00% | -50.0% |
| Q3 2017 | $458,000 | +13.4% | 17,902 | +6.5% | 0.01% | 0.0% |
| Q2 2017 | $404,000 | +89.7% | 16,811 | +83.2% | 0.01% | +50.0% |
| Q1 2017 | $213,000 | – | 9,174 | – | 0.00% | – |
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% |