One Capital Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 41 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
One Capital Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$6,392,000257,2361.21%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 81,126$1,801,0001.32%
One Capital Management, LLC 781,105$17,340,0001.03%
Professional Financial Advisors, LLC 25,018$555,0000.31%
Sowell Financial Services LLC 28,095$1,405,0000.13%
FLOW TRADERS U.S. LLC 87,868$1,951,0000.10%
Capital Advisors, Ltd. LLC 19,623$436,0000.08%
KMG FIDUCIARY PARTNERS, LLC 16,881$375,0000.07%
Lansing Street Advisors 2,650$59,0000.05%
Princeton Global Asset Management LLC 5,418$120,0000.04%
OLD MISSION CAPITAL LLC 59,623$1,324,0000.04%
View complete list of WISDOMTREE TR shareholders