MAI Capital Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 54 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$225,195
-22.1%
7,393
-20.1%
0.00%
-25.0%
Q2 2023$289,081
+2.2%
9,251
+1.0%
0.00%0.0%
Q1 2023$282,981
+6.2%
9,155
+0.5%
0.00%0.0%
Q4 2022$266,459
+12.9%
9,110
+0.3%
0.00%0.0%
Q3 2022$236,000
-16.0%
9,080
-9.7%
0.00%
-20.0%
Q2 2022$281,000
-6.6%
10,051
+2.5%
0.01%0.0%
Q1 2022$301,000
-0.3%
9,809
+0.0%
0.01%0.0%
Q4 2021$302,0009,8050.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Exchange Capital Management, Inc. 383,431$10,679,0002.38%
Opus Capital Group, LLC 298,337$8,309,0002.11%
Stratos Investment Management, LLC 102,546$2,856,0000.90%
Truadvice, LLC 52,696$1,489,0000.45%
Hochman Cole Investment Advisors, Inc. 20,333$566,0000.24%
WESCAP Management Group, Inc. 23,153$644,0000.19%
Caprock Group, LLC 58,853$1,639,0000.19%
Savant Capital, LLC 91,653$2,553,0000.15%
Patriot Financial Group Insurance Agency, LLC 15,655$436,0000.11%
Integrated Wealth Concepts LLC 62,428$1,739,0000.08%
View complete list of WISDOMTREE TR shareholders