WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 35 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,322,109 | -81.0% | 43,405 | -80.5% | 0.00% | -66.7% |
| Q2 2023 | $6,965,778 | +624.5% | 222,905 | +616.6% | 0.00% | – |
| Q1 2023 | $961,415 | +23.3% | 31,105 | +16.7% | 0.00% | – |
| Q4 2022 | $779,528 | +60.7% | 26,651 | +43.1% | 0.00% | – |
| Q3 2022 | $485,000 | +0.8% | 18,626 | +8.3% | 0.00% | – |
| Q2 2022 | $481,000 | +11.9% | 17,193 | +22.8% | 0.00% | – |
| Q1 2022 | $430,000 | -19.3% | 13,999 | -19.1% | 0.00% | – |
| Q4 2021 | $533,000 | +14.1% | 17,309 | +10.6% | 0.00% | – |
| Q3 2021 | $467,000 | +19.7% | 15,646 | +23.1% | 0.00% | – |
| Q2 2021 | $390,000 | +19.3% | 12,715 | +15.6% | 0.00% | – |
| Q1 2021 | $327,000 | -10.4% | 11,000 | -16.1% | 0.00% | – |
| Q4 2020 | $365,000 | -23.2% | 13,106 | -29.8% | 0.00% | – |
| Q3 2020 | $475,000 | -4.8% | 18,676 | -5.2% | 0.00% | – |
| Q2 2020 | $499,000 | -16.8% | 19,701 | -24.9% | 0.00% | -100.0% |
| Q1 2020 | $600,000 | -75.4% | 26,236 | -67.4% | 0.00% | -66.7% |
| Q4 2019 | $2,439,000 | -3.8% | 80,494 | -8.5% | 0.00% | 0.0% |
| Q3 2019 | $2,535,000 | +493.7% | 87,977 | +497.4% | 0.00% | +200.0% |
| Q2 2019 | $427,000 | -21.1% | 14,727 | -22.3% | 0.00% | 0.0% |
| Q1 2019 | $541,000 | +102.6% | 18,959 | +84.2% | 0.00% | – |
| Q4 2018 | $267,000 | – | 10,290 | – | 0.00% | – |
Download | ||||||
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% |