WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 34 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,343,241 | +18.1% | 930,507 | +21.1% | 0.02% | +17.6% |
| Q2 2023 | $24,002,460 | +26.2% | 768,079 | +24.8% | 0.02% | +13.3% |
| Q1 2023 | $19,024,582 | +25.4% | 615,505 | +18.7% | 0.02% | +15.4% |
| Q4 2022 | $15,165,964 | +91.1% | 518,495 | +70.1% | 0.01% | +62.5% |
| Q3 2022 | $7,936,000 | -32.8% | 304,868 | -27.8% | 0.01% | -27.3% |
| Q2 2022 | $11,802,000 | +27.5% | 422,263 | +40.1% | 0.01% | +37.5% |
| Q1 2022 | $9,253,000 | +268.6% | 301,502 | +270.1% | 0.01% | +300.0% |
| Q4 2021 | $2,510,000 | -11.7% | 81,459 | -14.4% | 0.00% | -33.3% |
| Q3 2021 | $2,841,000 | -5.2% | 95,172 | -2.6% | 0.00% | 0.0% |
| Q2 2021 | $2,998,000 | -1.8% | 97,672 | -4.8% | 0.00% | -25.0% |
| Q1 2021 | $3,054,000 | -3.9% | 102,606 | -10.1% | 0.00% | 0.0% |
| Q4 2020 | $3,177,000 | -40.5% | 114,084 | -45.7% | 0.00% | -50.0% |
| Q3 2020 | $5,343,000 | -8.8% | 210,116 | -9.0% | 0.01% | -20.0% |
| Q2 2020 | $5,856,000 | +74.2% | 230,995 | +57.1% | 0.01% | +42.9% |
| Q1 2020 | $3,362,000 | +29.9% | 147,025 | +72.1% | 0.01% | +40.0% |
| Q4 2019 | $2,589,000 | +91.9% | 85,448 | +82.6% | 0.01% | +66.7% |
| Q3 2019 | $1,349,000 | +6.4% | 46,795 | +7.1% | 0.00% | 0.0% |
| Q2 2019 | $1,268,000 | +31.9% | 43,692 | +29.6% | 0.00% | +50.0% |
| Q1 2019 | $961,000 | +27.3% | 33,709 | +15.7% | 0.00% | 0.0% |
| Q4 2018 | $755,000 | -19.0% | 29,143 | -7.3% | 0.00% | 0.0% |
| Q3 2018 | $932,000 | -14.3% | 31,450 | -16.3% | 0.00% | -33.3% |
| Q2 2018 | $1,087,000 | -26.9% | 37,557 | -24.9% | 0.00% | -25.0% |
| Q1 2018 | $1,486,000 | -1.3% | 50,003 | +1.5% | 0.00% | -20.0% |
| Q4 2017 | $1,505,000 | +17.4% | 49,278 | +14.3% | 0.01% | 0.0% |
| Q3 2017 | $1,282,000 | +32.8% | 43,123 | +27.2% | 0.01% | +25.0% |
| Q2 2017 | $965,000 | – | 33,914 | – | 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% |