WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Exchange Capital Management, Inc. | 383,431 | $10,679,000 | 2.38% |
Opus Capital Group, LLC | 298,337 | $8,309,000 | 2.11% |
Stratos Investment Management, LLC | 102,546 | $2,856,000 | 0.90% |
Truadvice, LLC | 52,696 | $1,489,000 | 0.45% |
Hochman Cole Investment Advisors, Inc. | 20,333 | $566,000 | 0.24% |
WESCAP Management Group, Inc. | 23,153 | $644,000 | 0.19% |
Caprock Group, LLC | 58,853 | $1,639,000 | 0.19% |
Savant Capital, LLC | 91,653 | $2,553,000 | 0.15% |
Patriot Financial Group Insurance Agency, LLC | 15,655 | $436,000 | 0.11% |
Integrated Wealth Concepts LLC | 62,428 | $1,739,000 | 0.08% |