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 | $2,174,600 | -55.6% | 97,472 | -54.6% | 0.00% | -50.0% |
| Q2 2023 | $4,895,741 | +1264.7% | 214,914 | +1255.1% | 0.00% | – |
| Q1 2023 | $358,753 | +41.2% | 15,860 | +19.5% | 0.00% | – |
| Q3 2022 | $254,000 | -86.6% | 13,267 | -84.5% | 0.00% | -100.0% |
| Q2 2022 | $1,899,000 | -38.0% | 85,537 | -27.4% | 0.00% | 0.0% |
| Q1 2022 | $3,065,000 | +24.5% | 117,811 | +35.8% | 0.00% | 0.0% |
| Q4 2021 | $2,461,000 | +156.6% | 86,725 | +153.5% | 0.00% | – |
| Q3 2021 | $959,000 | +26.0% | 34,216 | +34.9% | 0.00% | – |
| Q2 2021 | $761,000 | +11.4% | 25,369 | -10.2% | 0.00% | – |
| Q3 2020 | $683,000 | +20.0% | 28,235 | -4.5% | 0.00% | -100.0% |
| Q1 2020 | $569,000 | -55.3% | 29,560 | -39.0% | 0.00% | -50.0% |
| Q4 2019 | $1,272,000 | -5.0% | 48,456 | -15.1% | 0.00% | 0.0% |
| Q3 2019 | $1,339,000 | +18.3% | 57,104 | +12.1% | 0.00% | 0.0% |
| Q4 2018 | $1,132,000 | -10.9% | 50,962 | -4.0% | 0.00% | -33.3% |
| Q3 2018 | $1,271,000 | -40.6% | 53,104 | -38.4% | 0.00% | -40.0% |
| Q2 2018 | $2,141,000 | -56.9% | 86,170 | -53.1% | 0.01% | -61.5% |
| Q1 2018 | $4,970,000 | +116.5% | 183,746 | +104.9% | 0.01% | +85.7% |
| Q3 2017 | $2,296,000 | +4.9% | 89,675 | -1.6% | 0.01% | -12.5% |
| Q2 2017 | $2,188,000 | +698.5% | 91,089 | +672.9% | 0.01% | +700.0% |
| Q1 2017 | $274,000 | -88.3% | 11,786 | -89.4% | 0.00% | -90.0% |
| Q4 2016 | $2,349,000 | +110.7% | 111,268 | +130.7% | 0.01% | +100.0% |
| Q3 2016 | $1,115,000 | -36.8% | 48,221 | -47.1% | 0.01% | -54.5% |
| Q4 2015 | $1,764,000 | +266.7% | 91,118 | +355.5% | 0.01% | +175.0% |
| Q1 2015 | $481,000 | -40.2% | 20,002 | -38.1% | 0.00% | -55.6% |
| Q1 2014 | $805,000 | – | 32,317 | – | 0.01% | – |
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% |