WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 31 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8 | -99.9% | 295 | 0.0% | 0.00% | – |
| Q3 2022 | $8,000 | +14.3% | 295 | +9.7% | 0.00% | – |
| Q2 2022 | $7,000 | 0.0% | 269 | 0.0% | 0.00% | – |
| Q1 2022 | $7,000 | – | 269 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $994,000 | +11.4% | 37,964 | -1.0% | 0.08% | +25.0% |
| Q3 2019 | $892,000 | +450.6% | 38,347 | +426.5% | 0.06% | +500.0% |
| Q4 2018 | $162,000 | +20.0% | 7,283 | +29.2% | 0.01% | +66.7% |
| Q3 2018 | $135,000 | +21.6% | 5,636 | +25.9% | 0.01% | +20.0% |
| Q2 2018 | $111,000 | +825.0% | 4,477 | +879.6% | 0.01% | +400.0% |
| Q1 2018 | $12,000 | 0.0% | 457 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | 0.0% | 457 | -4.4% | 0.00% | – |
| Q3 2017 | $12,000 | -50.0% | 478 | -52.2% | 0.00% | -100.0% |
| Q2 2017 | $24,000 | +4.3% | 1,001 | +0.7% | 0.00% | 0.0% |
| Q1 2017 | $23,000 | -80.0% | 994 | -81.7% | 0.00% | -83.3% |
| Q4 2016 | $115,000 | +945.5% | 5,426 | +1064.4% | 0.01% | +500.0% |
| Q3 2016 | $11,000 | -31.2% | 466 | -35.0% | 0.00% | 0.0% |
| Q2 2016 | $16,000 | +14.3% | 717 | +1.1% | 0.00% | 0.0% |
| Q4 2015 | $14,000 | – | 709 | – | 0.00% | – |
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% |