WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 64 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $285,731 | -42.1% | 8,389 | -41.9% | 0.00% | -50.0% |
| Q1 2024 | $493,916 | -2.7% | 14,442 | -8.5% | 0.00% | 0.0% |
| Q4 2023 | $507,849 | +101.7% | 15,781 | +91.0% | 0.00% | +100.0% |
| Q3 2023 | $251,724 | -2.2% | 8,264 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $257,315 | -0.2% | 8,234 | -1.3% | 0.00% | 0.0% |
| Q1 2023 | $257,935 | +1417.3% | 8,345 | +1129.0% | 0.00% | – |
| Q2 2020 | $17,000 | – | 679 | – | 0.00% | – |
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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% |