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 | $501 | +11.8% | 22,475 | +14.2% | 0.03% | +12.0% |
| Q2 2023 | $448 | +4.7% | 19,675 | +4.0% | 0.02% | +4.2% |
| Q1 2023 | $428 | +7.5% | 18,920 | +1.1% | 0.02% | 0.0% |
| Q4 2022 | $398 | -99.9% | 18,715 | -8.1% | 0.02% | -11.1% |
| Q3 2022 | $391,000 | +40.6% | 20,375 | +62.6% | 0.03% | +42.1% |
| Q2 2022 | $278,000 | -33.8% | 12,530 | -22.5% | 0.02% | -29.6% |
| Q1 2022 | $420,000 | +7.7% | 16,160 | +17.5% | 0.03% | +12.5% |
| Q4 2021 | $390,000 | +0.3% | 13,750 | -0.8% | 0.02% | -7.7% |
| Q3 2021 | $389,000 | +72.1% | 13,861 | +84.2% | 0.03% | +73.3% |
| Q2 2021 | $226,000 | +22.8% | 7,525 | +21.5% | 0.02% | +15.4% |
| Q1 2021 | $184,000 | +13.6% | 6,195 | +8.8% | 0.01% | -7.1% |
| Q4 2020 | $162,000 | +62.0% | 5,695 | +37.2% | 0.01% | +40.0% |
| Q3 2020 | $100,000 | +31.6% | 4,150 | +24.6% | 0.01% | +25.0% |
| Q2 2020 | $76,000 | -61.6% | 3,330 | -67.7% | 0.01% | -66.7% |
| Q1 2020 | $198,000 | -15.7% | 10,300 | +15.1% | 0.02% | +4.3% |
| Q4 2019 | $235,000 | +72.8% | 8,950 | +53.9% | 0.02% | +64.3% |
| Q3 2019 | $136,000 | +0.7% | 5,815 | +6.8% | 0.01% | -6.7% |
| Q2 2019 | $135,000 | +2.3% | 5,445 | +1.9% | 0.02% | 0.0% |
| Q1 2019 | $132,000 | +88.6% | 5,345 | +70.0% | 0.02% | +66.7% |
| Q4 2018 | $70,000 | -100.0% | 3,145 | -87.5% | 0.01% | -73.5% |
| Q3 2018 | $302,185,000 | +97065.6% | 25,220 | +101.4% | 0.03% | -8.1% |
| Q2 2018 | $311,000 | – | 12,525 | – | 0.04% | – |
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% |