WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 31 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13 | 0.0% | 287 | 0.0% | 0.00% | – |
| Q2 2023 | $13 | 0.0% | 287 | 0.0% | 0.00% | -100.0% |
| Q1 2023 | $13 | 0.0% | 287 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13 | -99.9% | 287 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 287 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 287 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | +7.1% | 287 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 287 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | -7.1% | 287 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 287 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | +8.3% | 287 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | 0.0% | 287 | -7.7% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | -42.9% | 311 | -42.2% | 0.00% | -50.0% |
| Q2 2020 | $21,000 | +16.7% | 538 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -35.7% | 538 | -5.6% | 0.00% | 0.0% |
| Q4 2019 | $28,000 | +7.7% | 570 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $26,000 | 0.0% | 570 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $26,000 | 0.0% | 570 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $26,000 | +18.2% | 570 | +5.9% | 0.00% | 0.0% |
| Q4 2018 | $22,000 | – | 538 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joseph Group Capital Management | 219,272 | $10,084,000 | 10.10% |
| Legacy Wealth Planning, LLC | 146,777 | $6,750,000 | 9.68% |
| Urban Wealth Management, LLC | 750 | $34,000 | 0.11% |
| Asset Dedication, LLC | 13,843 | $636,000 | 0.09% |
| GREAT VALLEY ADVISOR GROUP, INC. | 27,545 | $1,267,000 | 0.07% |
| LPL Financial LLC | 100,606 | $4,627,000 | 0.00% |
| Parallel Advisors, LLC | 1,642 | $76,000 | 0.00% |
| Private Advisor Group, LLC | 5,237 | $241,000 | 0.00% |
| American Portfolios Advisors | 848 | $39,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 7,227 | $332,000 | 0.00% |