WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 35 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,107,969 | -1.7% | 239,361 | +8.6% | 2.47% | +22.6% |
| Q2 2023 | $5,194,068 | +10.8% | 220,368 | +6.5% | 2.01% | +1.5% |
| Q1 2023 | $4,688,895 | +20.6% | 207,015 | +25.0% | 1.98% | +8.7% |
| Q4 2022 | $3,888,902 | +75.0% | 165,556 | +42.9% | 1.82% | +20.7% |
| Q3 2022 | $2,222,000 | +23.4% | 115,892 | +42.9% | 1.51% | +14.8% |
| Q2 2022 | $1,801,000 | +6.9% | 81,126 | +25.3% | 1.32% | -0.2% |
| Q1 2022 | $1,685,000 | +16.3% | 64,763 | +26.8% | 1.32% | +14.6% |
| Q4 2021 | $1,449,000 | – | 51,056 | – | 1.15% | – |
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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% |