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 | $413 | -79.0% | 18,521 | -80.0% | 0.02% | -80.8% |
| Q4 2022 | $1,968 | -99.8% | 92,589 | +101.0% | 0.10% | +110.6% |
| Q3 2022 | $883,000 | -54.7% | 46,075 | -47.6% | 0.05% | -54.8% |
| Q2 2022 | $1,951,000 | -27.7% | 87,868 | -15.3% | 0.10% | +11.8% |
| Q1 2022 | $2,699,000 | +497.1% | 103,724 | +543.4% | 0.09% | +416.7% |
| Q3 2021 | $452,000 | – | 16,121 | – | 0.02% | – |
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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% |