WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 40 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420,346 | -1.4% | 18,841 | +0.7% | 0.06% | +1.8% |
| Q2 2023 | $426,363 | +5.2% | 18,717 | +4.4% | 0.06% | -5.2% |
| Q1 2023 | $405,453 | +18.8% | 17,925 | +11.6% | 0.06% | +3.6% |
| Q4 2022 | $341,367 | +4.1% | 16,064 | -6.1% | 0.06% | -11.1% |
| Q3 2022 | $328,000 | -12.5% | 17,104 | +1.3% | 0.06% | -10.0% |
| Q2 2022 | $375,000 | -13.0% | 16,881 | +2.0% | 0.07% | +1.4% |
| Q1 2022 | $431,000 | -6.3% | 16,558 | +2.1% | 0.07% | -2.8% |
| Q4 2021 | $460,000 | +3.4% | 16,225 | +2.2% | 0.07% | -6.6% |
| Q3 2021 | $445,000 | -2.8% | 15,878 | +4.0% | 0.08% | -6.2% |
| Q2 2021 | $458,000 | +1.1% | 15,268 | +0.2% | 0.08% | -8.0% |
| Q1 2021 | $453,000 | +16.8% | 15,236 | +14.4% | 0.09% | +7.3% |
| Q4 2020 | $388,000 | +20.9% | 13,320 | +0.3% | 0.08% | +2.5% |
| Q3 2020 | $321,000 | +7.4% | 13,277 | +0.9% | 0.08% | -3.6% |
| Q2 2020 | $299,000 | +20.6% | 13,160 | +2.1% | 0.08% | +2.5% |
| Q1 2020 | $248,000 | – | 12,892 | – | 0.08% | – |
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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% |