WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 46 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,221,040 | +6.5% | 204,236 | +9.3% | 0.01% | 0.0% |
| Q2 2023 | $5,840,219 | -3.3% | 186,887 | -4.4% | 0.01% | 0.0% |
| Q1 2023 | $6,041,361 | -10.1% | 195,457 | -14.9% | 0.01% | -16.7% |
| Q4 2022 | $6,716,736 | +22.1% | 229,632 | +8.6% | 0.01% | 0.0% |
| Q3 2022 | $5,502,000 | +1432.6% | 211,367 | +1649.9% | 0.01% | +500.0% |
| Q1 2018 | $359,000 | -2.4% | 12,079 | +0.2% | 0.00% | 0.0% |
| Q4 2017 | $368,000 | +2.8% | 12,055 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $358,000 | – | 12,055 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smart Money Group LLC | 191,378 | $5,516,000 | 4.43% |
| Fund Evaluation Group, LLC | 630,556 | $18,173,000 | 3.38% |
| Exchange Capital Management, Inc. | 421,793 | $12,156,000 | 3.20% |
| Opus Capital Group, LLC | 312,238 | $8,999,000 | 2.77% |
| Surevest, LLC | 111,814 | $3,222,000 | 1.59% |
| Caprock Group, LLC | 219,003 | $6,312,000 | 1.23% |
| Stratos Investment Management, LLC | 71,880 | $2,072,000 | 1.17% |
| BEACON FINANCIAL GROUP | 231,164 | $6,640,000 | 1.13% |
| WESCAP Management Group, Inc. | 94,894 | $2,734,000 | 1.13% |
| Huber Financial Advisors, LLC | 98,048 | $2,826,000 | 1.10% |