WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 32 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $458,000 | +90.8% | 16,900 | +100.0% | 0.08% | +93.2% |
| Q4 2021 | $240,000 | +1.3% | 8,450 | 0.0% | 0.04% | -12.0% |
| Q3 2021 | $237,000 | -6.7% | 8,450 | 0.0% | 0.05% | -9.1% |
| Q2 2021 | $254,000 | +1.2% | 8,450 | 0.0% | 0.06% | -8.3% |
| Q1 2021 | $251,000 | +4.6% | 8,450 | 0.0% | 0.06% | -1.6% |
| Q4 2020 | $240,000 | +14.3% | 8,450 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $210,000 | -5.4% | 8,450 | 0.0% | 0.06% | -25.6% |
| Q4 2019 | $222,000 | +5.2% | 8,450 | 0.0% | 0.08% | -11.8% |
| Q2 2019 | $211,000 | +1.0% | 8,450 | 0.0% | 0.09% | -20.5% |
| Q1 2019 | $209,000 | +3.5% | 8,450 | 0.0% | 0.12% | -10.7% |
| Q3 2018 | $202,000 | -3.8% | 8,450 | 0.0% | 0.13% | -20.1% |
| Q2 2018 | $210,000 | -8.3% | 8,450 | 0.0% | 0.16% | -15.5% |
| Q1 2018 | $229,000 | -0.4% | 8,450 | 0.0% | 0.19% | -2.0% |
| Q4 2017 | $230,000 | – | 8,450 | – | 0.20% | – |
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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% |