WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 33 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,449 | -41.9% | 558 | -44.7% | 0.00% | -40.0% |
| Q2 2023 | $21,442 | 0.0% | 1,009 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $21,442 | +0.0% | 1,009 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $21,441 | -38.7% | 1,009 | -44.7% | 0.01% | -44.4% |
| Q3 2022 | $35,000 | -12.5% | 1,826 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $40,000 | -16.7% | 1,826 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $48,000 | -69.0% | 1,826 | -66.5% | 0.01% | -70.3% |
| Q4 2021 | $155,000 | +19.2% | 5,448 | +17.6% | 0.04% | +8.8% |
| Q3 2021 | $130,000 | +19.3% | 4,631 | +27.9% | 0.03% | +17.2% |
| Q2 2021 | $109,000 | +0.9% | 3,622 | 0.0% | 0.03% | -6.5% |
| Q1 2021 | $108,000 | +4.9% | 3,622 | 0.0% | 0.03% | -6.1% |
| Q4 2020 | $103,000 | +1.0% | 3,622 | -13.9% | 0.03% | +65.0% |
| Q3 2020 | $102,000 | +7.4% | 4,205 | 0.0% | 0.02% | -44.4% |
| Q2 2020 | $95,000 | +17.3% | 4,205 | 0.0% | 0.04% | -7.7% |
| Q1 2020 | $81,000 | -25.0% | 4,205 | +2.2% | 0.04% | -11.4% |
| Q4 2019 | $108,000 | -8.5% | 4,115 | -18.1% | 0.04% | +10.0% |
| Q3 2019 | $118,000 | -4.8% | 5,022 | 0.0% | 0.04% | -20.0% |
| Q2 2019 | $124,000 | – | 5,022 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 220,368 | $5,194,068 | 2.01% |
| One Capital Management, LLC | 1,208,324 | $27,525,620 | 1.24% |
| Professional Financial Advisors, LLC | 30,780 | $701,178 | 0.36% |
| Occidental Asset Management, LLC | 39,631 | $902,794 | 0.20% |
| NewEdge Wealth, LLC | 263,868 | $6,010,906 | 0.20% |
| Great Waters Wealth Management | 24,345 | $554,582 | 0.11% |
| Capital Advisors, Ltd. LLC | 25,557 | $582 | 0.09% |
| 180 WEALTH ADVISORS, LLC | 12,238 | $281,229 | 0.06% |
| KMG FIDUCIARY PARTNERS, LLC | 18,717 | $426,363 | 0.06% |
| Princeton Global Asset Management LLC | 7,683 | $175,019 | 0.05% |