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
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smart Money Group LLC | 191,568 | $5,558,000 | 4.59% |
| Exchange Capital Management, Inc. | 421,296 | $12,222,000 | 3.29% |
| Fund Evaluation Group, LLC | 629,406 | $18,259,000 | 3.08% |
| Opus Capital Group, LLC | 312,488 | $9,065,000 | 2.72% |
| Surevest, LLC | 111,516 | $3,235,000 | 1.68% |
| BEACON FINANCIAL GROUP | 304,922 | $8,846,000 | 1.51% |
| Caprock Group, LLC | 218,466 | $6,338,000 | 1.24% |
| Stratos Investment Management, LLC | 66,738 | $1,936,000 | 1.22% |
| WESCAP Management Group, Inc. | 91,264 | $2,647,000 | 1.09% |
| Hochman Cole Investment Advisors, Inc. | 49,018 | $1,422,000 | 0.85% |