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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $253,000 | -36.1% | 9,742 | -30.3% | 0.06% | -48.6% |
| Q4 2021 | $396,000 | -18.4% | 13,968 | -19.3% | 0.11% | -27.9% |
| Q3 2021 | $485,000 | +11.5% | 17,319 | +19.5% | 0.15% | -52.2% |
| Q2 2021 | $435,000 | -2.5% | 14,495 | -3.3% | 0.32% | -11.8% |
| Q1 2021 | $446,000 | +32.3% | 14,986 | +26.0% | 0.36% | +22.1% |
| Q4 2020 | $337,000 | – | 11,891 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 220,368 | $5,194,068 | 2.01% |
| One Capital Management, LLC | 1,208,324 | $27,525,620 | 1.24% |
| Professional Financial Advisors, LLC | 30,780 | $701,178 | 0.36% |
| Occidental Asset Management, LLC | 39,631 | $902,794 | 0.20% |
| NewEdge Wealth, LLC | 263,868 | $6,010,906 | 0.20% |
| Great Waters Wealth Management | 24,345 | $554,582 | 0.11% |
| Capital Advisors, Ltd. LLC | 25,557 | $582 | 0.09% |
| 180 WEALTH ADVISORS, LLC | 12,238 | $281,229 | 0.06% |
| KMG FIDUCIARY PARTNERS, LLC | 18,717 | $426,363 | 0.06% |
| Princeton Global Asset Management LLC | 7,683 | $175,019 | 0.05% |