WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 42 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,920,000 | -5.6% | 73,774 | +3.0% | 1.09% | -21.2% |
| Q4 2021 | $2,033,000 | +20.9% | 71,626 | +19.5% | 1.38% | +13.5% |
| Q3 2021 | $1,681,000 | +27.6% | 59,960 | +36.6% | 1.22% | +31.0% |
| Q2 2021 | $1,317,000 | +85.5% | 43,892 | +83.7% | 0.93% | +71.7% |
| Q1 2021 | $710,000 | – | 23,896 | – | 0.54% | – |
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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% |