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 | $6,772,141 | +2.4% | 222,329 | +5.1% | 0.11% | +1.9% |
| Q2 2023 | $6,612,563 | +2.8% | 211,602 | +1.7% | 0.10% | -2.8% |
| Q1 2023 | $6,431,957 | +7.5% | 208,094 | +1.8% | 0.11% | -0.9% |
| Q4 2022 | $5,981,654 | +48.3% | 204,501 | +32.0% | 0.11% | +0.9% |
| Q3 2022 | $4,034,000 | -3.9% | 154,956 | +3.1% | 0.11% | +11.5% |
| Q2 2022 | $4,199,000 | +12.3% | 150,244 | +23.3% | 0.10% | +28.0% |
| Q1 2022 | $3,739,000 | +2.7% | 121,832 | +3.1% | 0.08% | +1.4% |
| Q4 2021 | $3,642,000 | +26.7% | 118,201 | +22.7% | 0.07% | +32.1% |
| Q3 2021 | $2,875,000 | +1212.8% | 96,307 | +1191.3% | 0.06% | +330.8% |
| Q2 2018 | $219,000 | -14.5% | 7,458 | -13.7% | 0.01% | -13.3% |
| Q1 2018 | $256,000 | -32.3% | 8,642 | -32.3% | 0.02% | -34.8% |
| Q3 2017 | $378,000 | +29.0% | 12,771 | +24.1% | 0.02% | +27.8% |
| Q2 2017 | $293,000 | +2.1% | 10,293 | 0.0% | 0.02% | -5.3% |
| Q1 2017 | $287,000 | +9.1% | 10,293 | +4.0% | 0.02% | -5.0% |
| Q4 2016 | $263,000 | – | 9,893 | – | 0.02% | – |
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% |