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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,442 | -2.6% | 13,328 | -0.6% | 0.00% | -100.0% |
| Q2 2023 | $305,424 | +2.5% | 13,404 | +1.8% | 0.00% | 0.0% |
| Q1 2023 | $297,953 | +9.4% | 13,169 | +2.4% | 0.00% | 0.0% |
| Q4 2022 | $272,294 | -12.2% | 12,857 | -20.5% | 0.00% | 0.0% |
| Q3 2022 | $310,000 | +9.2% | 16,171 | +26.4% | 0.00% | 0.0% |
| Q2 2022 | $284,000 | -3.7% | 12,797 | +13.0% | 0.00% | 0.0% |
| Q1 2022 | $295,000 | -15.5% | 11,325 | -8.0% | 0.00% | 0.0% |
| Q4 2021 | $349,000 | +1.5% | 12,314 | +0.3% | 0.00% | 0.0% |
| Q3 2021 | $344,000 | -2.3% | 12,272 | +4.5% | 0.00% | 0.0% |
| Q2 2021 | $352,000 | -70.8% | 11,743 | -71.0% | 0.00% | -66.7% |
| Q1 2021 | $1,204,000 | -9.3% | 40,509 | -13.4% | 0.00% | -25.0% |
| Q4 2020 | $1,327,000 | +23.1% | 46,783 | +5.1% | 0.00% | +33.3% |
| Q3 2020 | $1,078,000 | +8.2% | 44,503 | +1.5% | 0.00% | 0.0% |
| Q2 2020 | $996,000 | +253.2% | 43,848 | +199.3% | 0.00% | +200.0% |
| Q1 2020 | $282,000 | – | 14,649 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearwater Capital Advisors, LLC | 50,054 | $1,354,000 | 0.28% |
| Windsor Wealth Management, Inc. | 8,450 | $229,000 | 0.19% |
| Capital Advisors, Ltd. LLC | 21,114 | $571,000 | 0.18% |
| RITHOLTZ WEALTH MANAGEMENT | 18,116 | $490,000 | 0.14% |
| AdvisorNet Financial, Inc | 33,768 | $913,000 | 0.13% |
| Well Done, LLC | 14,951 | $404,000 | 0.12% |
| CAPITAL MANAGEMENT CORP /VA | 13,743 | $372,000 | 0.10% |
| Clal Insurance Enterprises Holdings Ltd | 91,940 | $2,487,000 | 0.07% |
| Advisory Alpha, LLC | 6,276 | $165,000 | 0.06% |
| Carroll Financial Associates, Inc. | 4,837 | $130,000 | 0.01% |