WISDOMTREE TR's ticker is DWMF and the CUSIP is 97717Y774.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,363,708 | +14.5% | 55,512 | +18.5% | 0.01% | +20.0% |
| Q2 2023 | $1,190,746 | +10.5% | 46,835 | +8.8% | 0.01% | 0.0% |
| Q1 2023 | $1,077,988 | +17.3% | 43,039 | +9.0% | 0.01% | -78.3% |
| Q4 2022 | $919,376 | +14.2% | 39,501 | +6.4% | 0.05% | +411.1% |
| Q3 2022 | $805,000 | -2.9% | 37,128 | +5.3% | 0.01% | +28.6% |
| Q2 2022 | $829,000 | -2.4% | 35,273 | +4.5% | 0.01% | 0.0% |
| Q1 2022 | $849,000 | +5.2% | 33,758 | +11.0% | 0.01% | +16.7% |
| Q4 2021 | $807,000 | -37.8% | 30,409 | -39.4% | 0.01% | -25.0% |
| Q3 2021 | $1,298,000 | +128.5% | 50,212 | +131.2% | 0.01% | +60.0% |
| Q2 2021 | $568,000 | +23.5% | 21,714 | +20.1% | 0.01% | +25.0% |
| Q1 2021 | $460,000 | +30.3% | 18,076 | +26.8% | 0.00% | 0.0% |
| Q4 2020 | $353,000 | – | 14,251 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVANTAX ADVISORY SERVICES, INC. | 792,475 | $20,724,000 | 0.38% |
| Insight Advisors, LLC/ PA | 14,251 | $377,000 | 0.12% |
| ACG Wealth | 34,010 | $889,000 | 0.11% |
| OLD MISSION CAPITAL LLC | 90,573 | $2,368,000 | 0.08% |
| Arkadios Wealth Advisors | 21,033 | $549,000 | 0.07% |
| RFG Advisory, LLC | 11,498 | $301,000 | 0.03% |
| Private Advisor Group, LLC | 21,714 | $568,000 | 0.01% |
| Patriot Financial Group Insurance Agency, LLC | 563 | $15,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 19,182 | $501,000 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 332 | $9,000 | 0.00% |