WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 43 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,000 | 0.0% | 140 | +4.5% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -62.5% | 134 | -50.4% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 270 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | -11.1% | 269 | -14.1% | 0.00% | -50.0% |
| Q2 2021 | $9,000 | -55.0% | 313 | -53.4% | 0.00% | -60.0% |
| Q1 2021 | $20,000 | -77.0% | 672 | -78.2% | 0.01% | -77.3% |
| Q4 2020 | $87,000 | +67.3% | 3,078 | +42.4% | 0.02% | +29.4% |
| Q3 2020 | $52,000 | +40.5% | 2,162 | +31.0% | 0.02% | +21.4% |
| Q2 2020 | $37,000 | +85.0% | 1,650 | +56.0% | 0.01% | +55.6% |
| Q1 2020 | $20,000 | – | 1,058 | – | 0.01% | – |
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% |