Equitable Holdings, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 64 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Equitable Holdings, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$231,484
-37.8%
7,193
-41.1%
0.00%
-40.0%
Q3 2023$372,191
-33.2%
12,219
-31.4%
0.01%
-37.5%
Q2 2023$556,938
-2.7%
17,822
-3.8%
0.01%
-11.1%
Q1 2023$572,402
+78.6%
18,519
+69.0%
0.01%
+50.0%
Q4 2022$320,46310,9560.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Frazier Financial Advisors, LLC 136,148$4,381,2543.80%
FFG RETIREMENT ADVISORS LLC 114,273$3,677,3052.84%
Exchange Capital Management, Inc. 476,871$15,345,6992.76%
Stratos Investment Management, LLC 453,685$14,599,6011.73%
Rooted Wealth Advisors, Inc. 70,306$2,2531.18%
1858 WEALTH MANAGEMENT, LLC 36,717$1,181,5531.12%
Harvest Investment Services, LLC 54,401$1,750,6240.81%
Occidental Asset Management, LLC 69,510$2,236,8250.46%
HF Advisory Group, LLC 16,203$521,4140.33%
Atomi Financial Group, Inc. 56,505$1,818,3310.25%
View complete list of WISDOMTREE TR shareholders