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 | $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 ↓ |
|---|---|---|---|
| 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% |