WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 38 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $346,000 | +3.3% | 11,435 | -1.6% | 0.00% | – |
| Q3 2019 | $335,000 | -0.6% | 11,619 | 0.0% | 0.00% | – |
| Q2 2019 | $337,000 | +1.8% | 11,619 | +0.0% | 0.00% | – |
| Q1 2019 | $331,000 | +64.7% | 11,618 | +50.1% | 0.00% | – |
| Q4 2018 | $201,000 | -16.9% | 7,740 | -5.3% | 0.00% | – |
| Q3 2018 | $242,000 | 0.0% | 8,170 | +0.1% | 0.00% | – |
| Q1 2018 | $242,000 | -22.2% | 8,162 | -19.9% | 0.00% | – |
| Q4 2017 | $311,000 | – | 10,187 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FFG RETIREMENT ADVISORS LLC | 116,298 | $3,634,312 | 2.91% |
| Exchange Capital Management, Inc. | 482,263 | $15,070,710 | 2.80% |
| BMS Financial Advisors, LLC | 122,768 | $3,836,500 | 2.50% |
| Rooted Wealth Advisors, Inc. | 103,303 | $3,209 | 2.16% |
| Stratos Investment Management, LLC | 411,570 | $12,861,580 | 1.97% |
| Atomi Financial Group, Inc. | 56,505 | $1,765,781 | 0.80% |
| MOODY NATIONAL BANK TRUST DIVISION | 223,038 | $6,969,938 | 0.48% |
| MARIPAU WEALTH MANAGEMENT LLC | 14,568 | $455,250 | 0.40% |
| Occidental Asset Management, LLC | 52,551 | $1,642,219 | 0.37% |
| HF Advisory Group, LLC | 14,730 | $460,315 | 0.36% |