WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 44 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $846,866 | -5.7% | 37,959 | -3.8% | 0.00% | – |
| Q2 2023 | $898,443 | +5.8% | 39,440 | +5.1% | 0.00% | – |
| Q1 2023 | $849,155 | +23.5% | 37,540 | +16.0% | 0.00% | – |
| Q4 2022 | $687,416 | -13.3% | 32,349 | -21.8% | 0.00% | – |
| Q3 2022 | $793,000 | -17.4% | 41,344 | -4.4% | 0.00% | – |
| Q2 2022 | $960,000 | -13.0% | 43,245 | +2.0% | 0.00% | – |
| Q1 2022 | $1,103,000 | -56.0% | 42,379 | -52.0% | 0.00% | – |
| Q4 2021 | $2,504,000 | +0.1% | 88,214 | -1.1% | 0.00% | – |
| Q3 2021 | $2,501,000 | -6.3% | 89,215 | +0.4% | 0.00% | – |
| Q2 2021 | $2,668,000 | +4.9% | 88,891 | +3.9% | 0.00% | – |
| Q1 2021 | $2,543,000 | +116.2% | 85,551 | +106.4% | 0.00% | – |
| Q4 2020 | $1,176,000 | -14.5% | 41,452 | -27.1% | 0.00% | – |
| Q3 2020 | $1,376,000 | -6.8% | 56,843 | -12.6% | 0.00% | – |
| Q2 2020 | $1,477,000 | -42.2% | 65,047 | -51.0% | 0.00% | -100.0% |
| Q1 2020 | $2,554,000 | -53.1% | 132,768 | -36.0% | 0.00% | 0.0% |
| Q4 2019 | $5,442,000 | -9.1% | 207,298 | -18.9% | 0.00% | -50.0% |
| Q3 2019 | $5,990,000 | -19.2% | 255,560 | -14.6% | 0.00% | 0.0% |
| Q2 2019 | $7,410,000 | +0.5% | 299,257 | +0.4% | 0.00% | 0.0% |
| Q1 2019 | $7,374,000 | +19.3% | 297,920 | +7.1% | 0.00% | 0.0% |
| Q4 2018 | $6,182,000 | -9.2% | 278,240 | -2.1% | 0.00% | 0.0% |
| Q3 2018 | $6,805,000 | +3.1% | 284,268 | +7.0% | 0.00% | 0.0% |
| Q2 2018 | $6,602,000 | -17.8% | 265,659 | -10.5% | 0.00% | 0.0% |
| Q1 2018 | $8,032,000 | +4.5% | 296,960 | +5.3% | 0.00% | 0.0% |
| Q4 2017 | $7,683,000 | +57.8% | 281,924 | +48.2% | 0.00% | +100.0% |
| Q3 2017 | $4,870,000 | +10.6% | 190,249 | +3.8% | 0.00% | 0.0% |
| Q2 2017 | $4,403,000 | -42.7% | 183,281 | -44.6% | 0.00% | 0.0% |
| Q1 2017 | $7,690,000 | +32.9% | 331,082 | +20.8% | 0.00% | 0.0% |
| Q4 2016 | $5,786,000 | +94.4% | 274,106 | +112.9% | 0.00% | 0.0% |
| Q3 2016 | $2,977,000 | +58.7% | 128,771 | +49.2% | 0.00% | 0.0% |
| Q2 2016 | $1,876,000 | -0.2% | 86,311 | -3.6% | 0.00% | 0.0% |
| Q1 2016 | $1,880,000 | -35.0% | 89,579 | -40.0% | 0.00% | 0.0% |
| Q4 2015 | $2,891,000 | +83.7% | 149,315 | +84.2% | 0.00% | 0.0% |
| Q3 2015 | $1,574,000 | -66.4% | 81,060 | -58.6% | 0.00% | -50.0% |
| Q2 2015 | $4,683,000 | +1.6% | 195,867 | +2.1% | 0.00% | 0.0% |
| Q1 2015 | $4,607,000 | -0.0% | 191,754 | +1.6% | 0.00% | 0.0% |
| Q4 2014 | $4,609,000 | +130.4% | 188,675 | +142.6% | 0.00% | +100.0% |
| Q3 2014 | $2,000,000 | +166.3% | 77,765 | +175.7% | 0.00% | – |
| Q2 2014 | $751,000 | +4317.6% | 28,210 | +4148.5% | 0.00% | – |
| Q1 2014 | $17,000 | -97.3% | 664 | -97.4% | 0.00% | – |
| Q4 2013 | $636,000 | +36.2% | 25,469 | +35.3% | 0.00% | – |
| Q3 2013 | $467,000 | – | 18,818 | – | 0.00% | – |
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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% |