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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,227 | +137.5% | 22,332 | +126.2% | 0.00% | – |
| Q4 2022 | $209,801 | -14.7% | 9,873 | -10.9% | 0.00% | – |
| Q2 2022 | $246,000 | -71.0% | 11,087 | -66.0% | 0.00% | – |
| Q1 2022 | $848,000 | -13.3% | 32,595 | -6.6% | 0.00% | – |
| Q3 2021 | $978,000 | -47.9% | 34,898 | -44.2% | 0.00% | – |
| Q2 2021 | $1,876,000 | +1.2% | 62,525 | +0.4% | 0.00% | – |
| Q1 2021 | $1,854,000 | +66.1% | 62,289 | +35.1% | 0.00% | – |
| Q3 2020 | $1,116,000 | -72.3% | 46,120 | -74.0% | 0.00% | -100.0% |
| Q2 2020 | $4,034,000 | +121.4% | 177,062 | +86.6% | 0.00% | 0.0% |
| Q1 2020 | $1,822,000 | +144.6% | 94,867 | +234.4% | 0.00% | – |
| Q4 2019 | $745,000 | -58.3% | 28,367 | -62.9% | 0.00% | -100.0% |
| Q3 2019 | $1,788,000 | -64.2% | 76,460 | -65.9% | 0.00% | -50.0% |
| Q4 2018 | $4,995,000 | +413.4% | 224,231 | +451.9% | 0.00% | – |
| Q3 2018 | $973,000 | -50.3% | 40,628 | -43.9% | 0.00% | -100.0% |
| Q1 2018 | $1,959,000 | +233.7% | 72,409 | +236.9% | 0.00% | – |
| Q4 2017 | $587,000 | -55.8% | 21,494 | -64.7% | 0.00% | -100.0% |
| Q2 2016 | $1,328,000 | +70.7% | 60,928 | +65.9% | 0.00% | – |
| Q1 2016 | $778,000 | -51.1% | 36,721 | -55.2% | 0.00% | -100.0% |
| Q3 2015 | $1,590,000 | +31.6% | 81,878 | +62.1% | 0.00% | 0.0% |
| Q2 2015 | $1,208,000 | +65.0% | 50,503 | +65.8% | 0.00% | – |
| Q1 2015 | $732,000 | -42.7% | 30,458 | -41.7% | 0.00% | -100.0% |
| Q4 2014 | $1,278,000 | -14.9% | 52,273 | -13.2% | 0.00% | 0.0% |
| Q1 2014 | $1,502,000 | +231.6% | 60,188 | +231.6% | 0.00% | – |
| Q4 2013 | $453,000 | -86.5% | 18,152 | -86.5% | 0.00% | -100.0% |
| Q3 2013 | $3,349,000 | – | 134,803 | – | 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% |