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 | $721,747 | +2.9% | 32,351 | +5.1% | 0.33% | -9.7% |
| Q2 2023 | $701,178 | -18.3% | 30,780 | -6.7% | 0.36% | -28.6% |
| Q1 2023 | $857,977 | +40.5% | 32,974 | +14.7% | 0.51% | +22.8% |
| Q4 2022 | $610,733 | +28.6% | 28,740 | +15.9% | 0.41% | +41.0% |
| Q3 2022 | $475,000 | -14.4% | 24,795 | -0.9% | 0.29% | -5.5% |
| Q2 2022 | $555,000 | -35.3% | 25,018 | -24.1% | 0.31% | -16.2% |
| Q1 2022 | $858,000 | -3.1% | 32,974 | +5.7% | 0.37% | -3.4% |
| Q4 2021 | $885,000 | +6.4% | 31,185 | +5.0% | 0.38% | -19.5% |
| Q3 2021 | $832,000 | -2.7% | 29,686 | +4.6% | 0.48% | +1.1% |
| Q2 2021 | $855,000 | +11.0% | 28,385 | +9.6% | 0.47% | -1.5% |
| Q1 2021 | $770,000 | +2861.5% | 25,895 | +2723.9% | 0.48% | +2290.0% |
| Q4 2020 | $26,000 | – | 917 | – | 0.02% | – |
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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% |