WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 60 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $302,000 | – | 9,805 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FFG RETIREMENT ADVISORS LLC | 116,182 | $3,538,904 | 2.94% |
| Exchange Capital Management, Inc. | 479,374 | $14,601,723 | 2.76% |
| Stratos Investment Management, LLC | 430,424 | $13,110,721 | 1.96% |
| Kure Advisory, LLC | 90,519 | $2,757,220 | 1.56% |
| Rooted Wealth Advisors, Inc. | 73,810 | $2,295 | 1.41% |
| Harvest Investment Services, LLC | 54,401 | $1,657,054 | 1.07% |
| Atomi Financial Group, Inc. | 56,505 | $1,721,142 | 0.58% |
| Occidental Asset Management, LLC | 68,868 | $2,097,729 | 0.49% |
| MARIPAU WEALTH MANAGEMENT LLC | 16,731 | $509,626 | 0.47% |
| MOODY NATIONAL BANK TRUST DIVISION | 223,038 | $6,793,737 | 0.44% |