Windsor Wealth Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 36 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$458,000
+90.8%
16,900
+100.0%
0.08%
+93.2%
Q4 2021$240,000
+1.3%
8,4500.0%0.04%
-12.0%
Q3 2021$237,000
-6.7%
8,4500.0%0.05%
-9.1%
Q2 2021$254,000
+1.2%
8,4500.0%0.06%
-8.3%
Q1 2021$251,000
+4.6%
8,4500.0%0.06%
-1.6%
Q4 2020$240,000
+14.3%
8,4500.0%0.06%0.0%
Q3 2020$210,000
-5.4%
8,4500.0%0.06%
-25.6%
Q4 2019$222,000
+5.2%
8,4500.0%0.08%
-11.8%
Q2 2019$211,000
+1.0%
8,4500.0%0.09%
-20.5%
Q1 2019$209,000
+3.5%
8,4500.0%0.12%
-10.7%
Q3 2018$202,000
-3.8%
8,4500.0%0.13%
-20.1%
Q2 2018$210,000
-8.3%
8,4500.0%0.16%
-15.5%
Q1 2018$229,000
-0.4%
8,4500.0%0.19%
-2.0%
Q4 2017$230,0008,4500.20%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 81,126$1,801,0001.32%
One Capital Management, LLC 781,105$17,340,0001.03%
Professional Financial Advisors, LLC 25,018$555,0000.31%
Sowell Financial Services LLC 28,095$1,405,0000.13%
FLOW TRADERS U.S. LLC 87,868$1,951,0000.10%
Capital Advisors, Ltd. LLC 19,623$436,0000.08%
KMG FIDUCIARY PARTNERS, LLC 16,881$375,0000.07%
Lansing Street Advisors 2,650$59,0000.05%
Princeton Global Asset Management LLC 5,418$120,0000.04%
OLD MISSION CAPITAL LLC 59,623$1,324,0000.04%
View complete list of WISDOMTREE TR shareholders