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 | $29,338,587 | +6.6% | 1,315,042 | +8.8% | 1.30% | +4.7% |
| Q2 2023 | $27,525,620 | +11.5% | 1,208,324 | +10.7% | 1.24% | +2.5% |
| Q1 2023 | $24,688,010 | +14.7% | 1,091,424 | +7.8% | 1.21% | +5.7% |
| Q4 2022 | $21,522,297 | +22.1% | 1,012,814 | +10.1% | 1.15% | +10.3% |
| Q3 2022 | $17,633,000 | +1.7% | 919,854 | +17.8% | 1.04% | +1.3% |
| Q2 2022 | $17,340,000 | -13.1% | 781,105 | +1.9% | 1.03% | -2.6% |
| Q1 2022 | $19,943,000 | +2.1% | 766,452 | +11.4% | 1.06% | -28.7% |
| Q4 2021 | $19,527,000 | +4.2% | 688,085 | +3.0% | 1.48% | -4.5% |
| Q3 2021 | $18,732,000 | +17.6% | 668,296 | +25.9% | 1.55% | +9.5% |
| Q2 2021 | $15,925,000 | +12.7% | 530,658 | +11.6% | 1.41% | -9.5% |
| Q1 2021 | $14,136,000 | +8.2% | 475,504 | +3.2% | 1.56% | -0.5% |
| Q4 2020 | $13,068,000 | +25.5% | 460,561 | +7.0% | 1.57% | +10.7% |
| Q3 2020 | $10,413,000 | +13.7% | 430,295 | +6.7% | 1.42% | +8.0% |
| Q2 2020 | $9,157,000 | +26.5% | 403,197 | +7.2% | 1.31% | +7.1% |
| Q1 2020 | $7,236,000 | -22.8% | 376,092 | +5.3% | 1.23% | -14.9% |
| Q4 2019 | $9,378,000 | +22.4% | 357,252 | +9.3% | 1.44% | +12.9% |
| Q3 2019 | $7,661,000 | +4.0% | 326,819 | +9.8% | 1.28% | +1.8% |
| Q2 2019 | $7,369,000 | +5.2% | 297,631 | +5.1% | 1.25% | +0.6% |
| Q1 2019 | $7,007,000 | +25.5% | 283,111 | +12.7% | 1.25% | +10.0% |
| Q4 2018 | $5,582,000 | -17.7% | 251,219 | -11.3% | 1.13% | -7.6% |
| Q3 2018 | $6,781,000 | +6.1% | 283,235 | +10.1% | 1.23% | +1.2% |
| Q2 2018 | $6,392,000 | – | 257,236 | – | 1.21% | – |
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% |