WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 64 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download |
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% |