WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 48 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,319,283 | -3.2% | 38,734 | -2.8% | 0.01% | -18.8% |
| Q1 2024 | $1,363,224 | +4.3% | 39,859 | -1.9% | 0.02% | -5.9% |
| Q4 2023 | $1,307,452 | +2.5% | 40,629 | -3.0% | 0.02% | -10.5% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FFG RETIREMENT ADVISORS LLC | 116,298 | $3,634,312 | 2.91% |
| Exchange Capital Management, Inc. | 482,263 | $15,070,710 | 2.80% |
| BMS Financial Advisors, LLC | 122,768 | $3,836,500 | 2.50% |
| Rooted Wealth Advisors, Inc. | 103,303 | $3,209 | 2.16% |
| Stratos Investment Management, LLC | 411,570 | $12,861,580 | 1.97% |
| Atomi Financial Group, Inc. | 56,505 | $1,765,781 | 0.80% |
| MOODY NATIONAL BANK TRUST DIVISION | 223,038 | $6,969,938 | 0.48% |
| MARIPAU WEALTH MANAGEMENT LLC | 14,568 | $455,250 | 0.40% |
| Occidental Asset Management, LLC | 52,551 | $1,642,219 | 0.37% |
| HF Advisory Group, LLC | 14,730 | $460,315 | 0.36% |