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 | $9,778 | -2.5% | 321 | 0.0% | 0.00% | – |
| Q2 2023 | $10,031 | +43.3% | 321 | +11.8% | 0.00% | – |
| Q3 2022 | $7,000 | -68.2% | 287 | -66.6% | 0.00% | – |
| Q2 2020 | $22,000 | +10.0% | 860 | 0.0% | 0.00% | – |
| Q1 2020 | $20,000 | -23.1% | 860 | 0.0% | 0.00% | – |
| Q4 2019 | $26,000 | +4.0% | 860 | 0.0% | 0.00% | – |
| Q3 2019 | $25,000 | 0.0% | 860 | 0.0% | 0.00% | – |
| Q2 2019 | $25,000 | 0.0% | 860 | 0.0% | 0.00% | – |
| Q1 2019 | $25,000 | -30.6% | 860 | -38.6% | 0.00% | – |
| Q4 2018 | $36,000 | -41.9% | 1,401 | -33.1% | 0.00% | – |
| Q3 2018 | $62,000 | +1.6% | 2,093 | 0.0% | 0.00% | – |
| Q2 2018 | $61,000 | +3.4% | 2,093 | +4.8% | 0.00% | – |
| Q1 2018 | $59,000 | +25.5% | 1,998 | +28.7% | 0.00% | – |
| Q4 2017 | $47,000 | -9.6% | 1,552 | -11.4% | 0.00% | – |
| Q3 2017 | $52,000 | – | 1,751 | – | 0.00% | – |
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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% |