WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 34 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $316,000 | -12.5% | 10,590 | -9.9% | 0.12% | -13.9% |
| Q2 2021 | $361,000 | +2.8% | 11,752 | -0.4% | 0.14% | -2.0% |
| Q1 2021 | $351,000 | -38.0% | 11,797 | -42.0% | 0.15% | -39.8% |
| Q4 2020 | $566,000 | -21.2% | 20,333 | -27.9% | 0.24% | -31.1% |
| Q3 2020 | $718,000 | -30.6% | 28,220 | -30.9% | 0.35% | -38.0% |
| Q2 2020 | $1,035,000 | -9.0% | 40,813 | -17.9% | 0.57% | -26.8% |
| Q1 2020 | $1,137,000 | -8.9% | 49,728 | +20.8% | 0.78% | +14.7% |
| Q4 2019 | $1,248,000 | +20.7% | 41,171 | +14.8% | 0.68% | +5.3% |
| Q3 2019 | $1,034,000 | -27.3% | 35,864 | -26.8% | 0.65% | -23.8% |
| Q2 2019 | $1,422,000 | -27.7% | 49,018 | -29.0% | 0.85% | -27.7% |
| Q1 2019 | $1,968,000 | 0.0% | 69,030 | -9.1% | 1.17% | -13.3% |
| Q4 2018 | $1,968,000 | +68.5% | 75,967 | +92.7% | 1.35% | +86.1% |
| Q3 2018 | $1,168,000 | +6.9% | 39,421 | +4.4% | 0.73% | +1.1% |
| Q2 2018 | $1,093,000 | -0.3% | 37,770 | +2.4% | 0.72% | -6.0% |
| Q1 2018 | $1,096,000 | -55.7% | 36,890 | -54.4% | 0.76% | -50.9% |
| Q4 2017 | $2,472,000 | +4.6% | 80,937 | +1.8% | 1.56% | +0.6% |
| Q3 2017 | $2,364,000 | +11.9% | 79,499 | +7.1% | 1.55% | +6.0% |
| Q2 2017 | $2,112,000 | +13.0% | 74,224 | +10.2% | 1.46% | +7.6% |
| Q1 2017 | $1,869,000 | +6.1% | 67,327 | +1.0% | 1.36% | +6.4% |
| Q4 2016 | $1,762,000 | +1.7% | 66,648 | -0.2% | 1.28% | -1.2% |
| Q3 2016 | $1,732,000 | – | 66,771 | – | 1.29% | – |
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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% |