WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 35 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |