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 | $571 | -1.9% | 25,581 | +0.1% | 0.09% | 0.0% |
| Q2 2023 | $582 | +0.7% | 25,557 | +0.1% | 0.09% | -8.4% |
| Q1 2023 | $578 | +6.6% | 25,535 | +0.1% | 0.10% | +1.1% |
| Q4 2022 | $542 | -99.9% | 25,521 | +0.9% | 0.09% | 0.0% |
| Q3 2022 | $485,000 | +11.2% | 25,290 | +28.9% | 0.09% | +14.6% |
| Q2 2022 | $436,000 | -9.4% | 19,623 | +6.1% | 0.08% | +2.5% |
| Q1 2022 | $481,000 | -6.6% | 18,500 | +2.0% | 0.08% | -3.6% |
| Q4 2021 | $515,000 | +1.4% | 18,131 | +0.0% | 0.08% | -8.8% |
| Q3 2021 | $508,000 | -8.0% | 18,124 | -1.5% | 0.09% | -8.1% |
| Q2 2021 | $552,000 | +0.9% | 18,399 | +0.0% | 0.10% | -1.0% |
| Q1 2021 | $547,000 | +4.8% | 18,390 | +0.0% | 0.10% | -13.0% |
| Q4 2020 | $522,000 | +17.3% | 18,387 | +0.0% | 0.12% | +3.6% |
| Q3 2020 | $445,000 | +6.7% | 18,382 | +0.1% | 0.11% | +0.9% |
| Q2 2020 | $417,000 | +22.3% | 18,369 | +3.6% | 0.11% | +2.8% |
| Q1 2020 | $341,000 | +657.8% | 17,730 | +926.0% | 0.11% | +872.7% |
| Q4 2019 | $45,000 | -53.1% | 1,728 | -58.0% | 0.01% | -59.3% |
| Q3 2019 | $96,000 | -5.0% | 4,112 | +0.3% | 0.03% | -6.9% |
| Q2 2019 | $101,000 | 0.0% | 4,099 | +0.3% | 0.03% | +7.4% |
| Q1 2019 | $101,000 | +11.0% | 4,088 | +0.2% | 0.03% | 0.0% |
| Q4 2018 | $91,000 | -76.5% | 4,079 | -74.8% | 0.03% | -75.2% |
| Q3 2018 | $387,000 | -3.7% | 16,183 | +0.0% | 0.11% | -13.5% |
| Q2 2018 | $402,000 | -29.6% | 16,175 | -23.4% | 0.13% | -31.9% |
| Q1 2018 | $571,000 | – | 21,114 | – | 0.18% | – |
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% |