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 | $40,831,759 | +2.6% | 1,340,504 | +5.2% | 0.07% | +5.7% |
| Q2 2023 | $39,815,378 | +0.1% | 1,274,092 | -1.0% | 0.07% | -6.7% |
| Q1 2023 | $39,762,195 | -8.7% | 1,286,432 | -13.6% | 0.08% | -14.8% |
| Q4 2022 | $43,565,081 | +40.1% | 1,489,404 | +24.7% | 0.09% | +27.5% |
| Q3 2022 | $31,095,000 | +1.3% | 1,194,563 | +8.8% | 0.07% | +3.0% |
| Q2 2022 | $30,698,000 | -0.3% | 1,098,309 | +9.5% | 0.07% | +15.5% |
| Q1 2022 | $30,794,000 | +7.7% | 1,003,393 | +8.1% | 0.06% | +9.4% |
| Q4 2021 | $28,589,000 | +8.5% | 927,902 | +5.2% | 0.05% | 0.0% |
| Q3 2021 | $26,340,000 | +6.1% | 882,409 | +9.1% | 0.05% | +3.9% |
| Q2 2021 | $24,834,000 | +12.3% | 808,967 | +8.8% | 0.05% | +2.0% |
| Q1 2021 | $22,123,000 | +10.2% | 743,364 | +3.1% | 0.05% | 0.0% |
| Q4 2020 | $20,073,000 | +10.6% | 720,748 | +1.0% | 0.05% | -3.8% |
| Q3 2020 | $18,141,000 | -11.8% | 713,356 | -12.0% | 0.05% | -20.0% |
| Q2 2020 | $20,559,000 | +24.4% | 811,001 | +12.3% | 0.06% | -9.7% |
| Q1 2020 | $16,523,000 | +1.5% | 722,491 | +34.5% | 0.07% | +38.5% |
| Q4 2019 | $16,282,000 | +13.4% | 537,359 | +7.8% | 0.05% | 0.0% |
| Q3 2019 | $14,360,000 | -9.4% | 498,273 | -8.8% | 0.05% | -14.8% |
| Q2 2019 | $15,848,000 | +375.8% | 546,285 | +367.6% | 0.06% | +335.7% |
| Q1 2019 | $3,331,000 | +49.4% | 116,837 | +35.8% | 0.01% | +16.7% |
| Q4 2018 | $2,229,000 | -14.9% | 86,040 | -2.6% | 0.01% | 0.0% |
| Q3 2018 | $2,618,000 | +6.1% | 88,374 | +3.6% | 0.01% | -7.7% |
| Q2 2018 | $2,468,000 | +2.7% | 85,320 | +5.5% | 0.01% | -7.1% |
| Q1 2018 | $2,402,000 | +9.0% | 80,841 | +12.1% | 0.01% | 0.0% |
| Q4 2017 | $2,203,000 | +2.9% | 72,120 | +0.2% | 0.01% | 0.0% |
| Q3 2017 | $2,141,000 | +4.9% | 72,006 | +0.4% | 0.01% | 0.0% |
| Q2 2017 | $2,041,000 | +114.4% | 71,752 | +109.3% | 0.01% | +100.0% |
| Q1 2017 | $952,000 | – | 34,283 | – | 0.01% | – |
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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% |