WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 22 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $337,897 | -74.5% | 14,938 | -74.9% | 0.01% | -81.1% |
| Q2 2022 | $1,324,000 | +134.8% | 59,623 | +174.9% | 0.04% | +131.2% |
| Q1 2022 | $564,000 | -14.2% | 21,692 | -7.4% | 0.02% | -40.7% |
| Q3 2021 | $657,000 | -64.1% | 23,422 | -61.6% | 0.03% | -56.5% |
| Q2 2021 | $1,831,000 | -19.3% | 61,018 | -20.0% | 0.06% | -50.8% |
| Q1 2021 | $2,269,000 | +382.8% | 76,315 | +315.3% | 0.13% | +530.0% |
| Q3 2017 | $470,000 | -74.9% | 18,374 | -76.5% | 0.02% | -82.0% |
| Q2 2017 | $1,876,000 | – | 78,092 | – | 0.11% | – |
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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% |