WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 16 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $332,000 | -22.1% | 12,666 | -30.3% | 0.06% | -26.7% |
| Q3 2019 | $426,000 | -27.3% | 18,180 | -23.1% | 0.08% | -29.2% |
| Q2 2019 | $586,000 | -20.1% | 23,656 | -20.1% | 0.11% | -22.6% |
| Q1 2019 | $733,000 | -0.7% | 29,623 | -10.8% | 0.14% | -15.4% |
| Q4 2018 | $738,000 | -33.8% | 33,213 | -28.6% | 0.16% | -25.3% |
| Q3 2018 | $1,114,000 | -10.7% | 46,530 | -7.3% | 0.22% | -15.2% |
| Q2 2018 | $1,247,000 | -7.9% | 50,173 | +0.2% | 0.26% | -8.6% |
| Q1 2018 | $1,354,000 | +0.4% | 50,054 | +1.1% | 0.28% | -5.4% |
| Q4 2017 | $1,349,000 | +9.7% | 49,519 | +3.7% | 0.30% | +3.5% |
| Q3 2017 | $1,230,000 | +8.8% | 47,753 | +1.0% | 0.29% | -0.7% |
| Q2 2017 | $1,130,000 | +7.8% | 47,260 | +4.9% | 0.29% | +0.3% |
| Q1 2017 | $1,048,000 | +8.8% | 45,051 | -0.6% | 0.29% | -14.1% |
| Q4 2016 | $963,000 | -10.0% | 45,309 | -3.3% | 0.33% | -10.7% |
| Q3 2016 | $1,070,000 | +3.3% | 46,849 | -3.5% | 0.37% | -2.1% |
| Q2 2016 | $1,036,000 | – | 48,570 | – | 0.38% | – |
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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% |