UBS Group AG - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 32 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UBS Group AG ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,588
-91.6%
116
-92.0%
0.00%
Q4 2022$30,770
-43.0%
1,448
-49.0%
0.00%
Q3 2022$54,000
+100.0%
2,838
+169.8%
0.00%
Q1 2022$27,000
-32.5%
1,052
-25.3%
0.00%
Q4 2021$40,000
-54.0%
1,409
-51.1%
0.00%
Q2 2021$87,000
+1350.0%
2,883
+1341.5%
0.00%
Q1 2021$6,000
-76.9%
200
-78.1%
0.00%
Q4 2020$26,000
-53.6%
914
-62.8%
0.00%
Q2 2020$56,000
-39.8%
2,455
-49.3%
0.00%
Q1 2020$93,000
-17.7%
4,846
+0.6%
0.00%
Q3 2019$113,000
-47.4%
4,817
-50.3%
0.00%
Q4 2018$215,000
-62.8%
9,689
-59.8%
0.00%
Q3 2018$578,000
-35.0%
24,132
-32.5%
0.00%
Q2 2018$889,000
+32.3%
35,771
+43.9%
0.00%
Q1 2018$672,000
-63.7%
24,857
-63.4%
0.00%
-100.0%
Q4 2017$1,851,000
+64.8%
67,923
+54.8%
0.00%0.0%
Q3 2017$1,123,000
+1303.8%
43,865
+1221.6%
0.00%
Q2 2017$80,000
+42.9%
3,319
+37.7%
0.00%
Q1 2017$56,000
+3.7%
2,410
-4.9%
0.00%
Q4 2016$54,000
-33.3%
2,535
-39.2%
0.00%
Q4 2015$81,000
+97.6%
4,172
+143.3%
0.00%
Q2 2015$41,000
+485.7%
1,715
+519.1%
0.00%
Q1 2015$7,0002770.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 239,361$5,107,9692.47%
One Capital Management, LLC 1,315,042$29,338,5871.30%
Professional Financial Advisors, LLC 32,351$721,7470.33%
Occidental Asset Management, LLC 50,086$1,117,4260.26%
NewEdge Wealth, LLC 295,806$6,599,4330.21%
Great Waters Wealth Management 23,592$524,2040.10%
Capital Advisors, Ltd. LLC 25,581$5710.09%
180 WEALTH ADVISORS, LLC 12,365$275,8630.06%
KMG FIDUCIARY PARTNERS, LLC 18,841$420,3460.06%
Princeton Global Asset Management LLC 7,333$163,5990.05%
View complete list of WISDOMTREE TR shareholders