WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 27 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $962,227 | +11.9% | 42,240 | +9.0% | 0.00% | – |
| Q2 2022 | $860,000 | +16.4% | 38,749 | +57.3% | 0.00% | – |
| Q2 2021 | $739,000 | +2.4% | 24,639 | +1.6% | 0.00% | – |
| Q1 2021 | $722,000 | -61.8% | 24,248 | -70.8% | 0.00% | -100.0% |
| Q2 2020 | $1,889,000 | +311.5% | 82,935 | +247.1% | 0.00% | – |
| Q1 2020 | $459,000 | -68.8% | 23,896 | -63.9% | 0.00% | -100.0% |
| Q4 2018 | $1,473,000 | -65.6% | 66,108 | -63.0% | 0.00% | -50.0% |
| Q3 2018 | $4,281,000 | +3.0% | 178,831 | +7.2% | 0.00% | 0.0% |
| Q2 2018 | $4,155,000 | +88.0% | 166,788 | +104.2% | 0.00% | +100.0% |
| Q1 2018 | $2,210,000 | +190.0% | 81,683 | +149.9% | 0.00% | 0.0% |
| Q1 2017 | $762,000 | +93.9% | 32,692 | +76.4% | 0.00% | – |
| Q1 2016 | $393,000 | – | 18,534 | – | 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% |