WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 50 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $72,000 | -45.0% | 2,118 | -44.6% | 0.00% | – |
| Q1 2024 | $131,000 | -23.4% | 3,823 | -28.1% | 0.00% | – |
| Q4 2023 | $171,000 | -6.6% | 5,316 | -11.7% | 0.00% | – |
| Q3 2023 | $183,000 | +11.6% | 6,018 | +14.9% | 0.00% | – |
| Q2 2023 | $164,000 | -72.8% | 5,238 | -73.1% | 0.00% | – |
| Q1 2023 | $602,000 | -86.8% | 19,481 | -87.5% | 0.00% | -100.0% |
| Q4 2022 | $4,548,000 | +3567.7% | 155,474 | +3150.6% | 0.00% | – |
| Q3 2022 | $124,000 | +1671.4% | 4,783 | +1935.3% | 0.00% | – |
| Q2 2022 | $7,000 | -70.8% | 235 | -69.6% | 0.00% | – |
| Q1 2022 | $24,000 | 0.0% | 773 | -1.3% | 0.00% | – |
| Q4 2021 | $24,000 | +380.0% | 783 | +360.6% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 170 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | -54.5% | 170 | -55.3% | 0.00% | – |
| Q1 2021 | $11,000 | -69.4% | 380 | -70.4% | 0.00% | – |
| Q4 2020 | $36,000 | +12.5% | 1,282 | 0.0% | 0.00% | – |
| Q3 2020 | $32,000 | -39.6% | 1,282 | -38.4% | 0.00% | – |
| Q2 2020 | $53,000 | -40.4% | 2,082 | -46.3% | 0.00% | – |
| Q1 2020 | $89,000 | -18.3% | 3,877 | +8.1% | 0.00% | – |
| Q4 2019 | $109,000 | +18.5% | 3,586 | +12.9% | 0.00% | – |
| Q3 2019 | $92,000 | -11.5% | 3,176 | -10.8% | 0.00% | – |
| Q2 2019 | $104,000 | -16.1% | 3,560 | -17.9% | 0.00% | – |
| Q1 2019 | $124,000 | -51.4% | 4,335 | -55.9% | 0.00% | – |
| Q4 2018 | $255,000 | +142.9% | 9,820 | +177.3% | 0.00% | – |
| Q3 2018 | $105,000 | -52.7% | 3,541 | -53.9% | 0.00% | – |
| Q2 2018 | $222,000 | -13.6% | 7,675 | -11.6% | 0.00% | – |
| Q1 2018 | $257,000 | -37.8% | 8,680 | -35.7% | 0.00% | – |
| Q4 2017 | $413,000 | +153.4% | 13,493 | +145.1% | 0.00% | – |
| Q3 2017 | $163,000 | +8.7% | 5,504 | +4.6% | 0.00% | – |
| Q2 2017 | $150,000 | – | 5,261 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FFG RETIREMENT ADVISORS LLC | 116,298 | $3,634,312 | 2.91% |
| Exchange Capital Management, Inc. | 482,263 | $15,070,710 | 2.80% |
| BMS Financial Advisors, LLC | 122,768 | $3,836,500 | 2.50% |
| Rooted Wealth Advisors, Inc. | 103,303 | $3,209 | 2.16% |
| Stratos Investment Management, LLC | 411,570 | $12,861,580 | 1.97% |
| Atomi Financial Group, Inc. | 56,505 | $1,765,781 | 0.80% |
| MOODY NATIONAL BANK TRUST DIVISION | 223,038 | $6,969,938 | 0.48% |
| MARIPAU WEALTH MANAGEMENT LLC | 14,568 | $455,250 | 0.40% |
| Occidental Asset Management, LLC | 52,551 | $1,642,219 | 0.37% |
| HF Advisory Group, LLC | 14,730 | $460,315 | 0.36% |