WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 64 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,275,871 | -12.6% | 41,887 | -10.3% | 0.02% | -17.4% |
| Q2 2023 | $1,459,130 | -1.0% | 46,692 | -2.1% | 0.02% | -14.8% |
| Q1 2023 | $1,474,586 | +1.8% | 47,707 | -3.6% | 0.03% | -22.9% |
| Q4 2022 | $1,448,143 | +3.7% | 49,509 | -7.7% | 0.04% | -20.5% |
| Q3 2022 | $1,397,000 | -14.5% | 53,659 | -8.2% | 0.04% | -12.0% |
| Q2 2022 | $1,634,000 | -12.2% | 58,445 | -3.7% | 0.05% | -18.0% |
| Q1 2022 | $1,862,000 | -3.2% | 60,670 | -2.8% | 0.06% | -1.6% |
| Q4 2021 | $1,924,000 | -16.4% | 62,439 | -19.0% | 0.06% | -26.2% |
| Q3 2021 | $2,301,000 | -9.9% | 77,090 | -7.3% | 0.08% | -18.4% |
| Q2 2021 | $2,554,000 | -0.7% | 83,197 | -3.8% | 0.10% | -25.4% |
| Q1 2021 | $2,573,000 | +0.8% | 86,465 | -5.7% | 0.14% | -7.4% |
| Q4 2020 | $2,553,000 | -12.3% | 91,653 | -19.9% | 0.15% | -25.1% |
| Q3 2020 | $2,910,000 | -23.8% | 114,445 | -24.1% | 0.20% | -31.1% |
| Q2 2020 | $3,820,000 | +3.4% | 150,695 | -6.8% | 0.29% | -17.7% |
| Q1 2020 | $3,696,000 | – | 161,604 | – | 0.35% | – |
Download | ||||||
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% |