WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 31 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234 | -25.5% | 7,691 | -23.6% | 0.00% | 0.0% |
| Q2 2023 | $314 | -8.7% | 10,061 | -9.7% | 0.00% | -50.0% |
| Q1 2023 | $344 | -99.9% | 11,138 | +26.6% | 0.00% | +100.0% |
| Q2 2021 | $270,000 | +13.4% | 8,796 | -6.1% | 0.00% | -50.0% |
| Q3 2020 | $238,000 | -49.3% | 9,372 | -40.6% | 0.00% | -60.0% |
| Q1 2018 | $469,000 | -40.3% | 15,773 | -38.6% | 0.01% | -44.4% |
| Q4 2017 | $785,000 | -3.7% | 25,705 | -6.3% | 0.01% | -18.2% |
| Q3 2017 | $815,000 | +20.7% | 27,430 | +15.6% | 0.01% | +10.0% |
| Q2 2017 | $675,000 | -20.5% | 23,726 | -22.5% | 0.01% | -33.3% |
| Q1 2017 | $849,000 | – | 30,598 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Exchange Capital Management, Inc. | 407,012 | $12,332,000 | 3.17% |
| Fund Evaluation Group, LLC | 628,275 | $19,037,000 | 3.11% |
| Opus Capital Group, LLC | 323,029 | $9,788,000 | 2.88% |
| Smart Money Group LLC | 159,459 | $4,832,000 | 2.83% |
| Surevest, LLC | 104,627 | $3,170,000 | 1.35% |
| Huber Financial Advisors, LLC | 125,684 | $3,808,000 | 1.32% |
| Caprock Group, LLC | 219,452 | $6,649,000 | 1.19% |
| WESCAP Management Group, Inc. | 95,528 | $2,894,000 | 1.13% |
| Stratos Investment Management, LLC | 69,814 | $2,115,000 | 0.98% |
| BEACON FINANCIAL GROUP | 211,166 | $6,398,000 | 0.80% |