WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 56 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,615,235 | -14.2% | 47,228 | -23.6% | 0.03% | -35.7% |
| Q3 2023 | $1,882,702 | +43.8% | 61,809 | +47.6% | 0.04% | +50.0% |
| Q2 2023 | $1,308,843 | -73.9% | 41,883 | -74.2% | 0.03% | -71.7% |
| Q1 2023 | $5,022,108 | +215.9% | 162,481 | +165.9% | 0.10% | +98.0% |
| Q3 2022 | $1,590,000 | +161.1% | 61,097 | +180.2% | 0.05% | +194.1% |
| Q2 2022 | $609,000 | -58.6% | 21,803 | -54.6% | 0.02% | -58.5% |
| Q1 2022 | $1,472,000 | -42.0% | 47,974 | -41.8% | 0.04% | -61.0% |
| Q4 2021 | $2,538,000 | +1003.5% | 82,386 | +937.6% | 0.10% | +320.0% |
| Q2 2018 | $230,000 | 0.0% | 7,940 | +5.6% | 0.02% | +66.7% |
| Q4 2017 | $230,000 | -83.2% | 7,517 | -84.4% | 0.02% | -81.5% |
| Q2 2017 | $1,372,000 | – | 48,232 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Frazier Financial Advisors, LLC | 136,148 | $4,381,254 | 3.80% |
| FFG RETIREMENT ADVISORS LLC | 114,273 | $3,677,305 | 2.84% |
| Exchange Capital Management, Inc. | 476,871 | $15,345,699 | 2.76% |
| Stratos Investment Management, LLC | 453,685 | $14,599,601 | 1.73% |
| Rooted Wealth Advisors, Inc. | 70,306 | $2,253 | 1.18% |
| 1858 WEALTH MANAGEMENT, LLC | 36,717 | $1,181,553 | 1.12% |
| Harvest Investment Services, LLC | 54,401 | $1,750,624 | 0.81% |
| Occidental Asset Management, LLC | 69,510 | $2,236,825 | 0.46% |
| HF Advisory Group, LLC | 16,203 | $521,414 | 0.33% |
| Atomi Financial Group, Inc. | 56,505 | $1,818,331 | 0.25% |