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 | $301 | +0.7% | 9,682 | 0.0% | 0.04% | +4.9% |
| Q2 2023 | $299 | +5.7% | 9,682 | 0.0% | 0.04% | +5.1% |
| Q1 2023 | $283 | 0.0% | 9,682 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $283 | -99.9% | 9,682 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $253,000 | -10.0% | 9,682 | -2.9% | 0.04% | -7.1% |
| Q2 2022 | $281,000 | -9.1% | 9,967 | 0.0% | 0.04% | +2.4% |
| Q1 2022 | $309,000 | -1.0% | 9,967 | -0.5% | 0.04% | 0.0% |
| Q4 2021 | $312,000 | +3.7% | 10,013 | 0.0% | 0.04% | +2.5% |
| Q3 2021 | $301,000 | -1.3% | 10,013 | 0.0% | 0.04% | -7.0% |
| Q2 2021 | $305,000 | +3.4% | 10,013 | -1.8% | 0.04% | -6.5% |
| Q1 2021 | $295,000 | 0.0% | 10,195 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $295,000 | -80.7% | 10,195 | -69.6% | 0.05% | -83.2% |
| Q3 2020 | $1,525,000 | -38.4% | 33,537 | -65.4% | 0.27% | -42.8% |
| Q2 2020 | $2,475,000 | -77.2% | 97,046 | -76.1% | 0.48% | -44.9% |
| Q1 2020 | $10,841,000 | +69.4% | 405,427 | +92.0% | 0.87% | +8.0% |
| Q4 2019 | $6,398,000 | -3.6% | 211,166 | -8.7% | 0.80% | -29.1% |
| Q3 2019 | $6,640,000 | -24.9% | 231,164 | -24.2% | 1.13% | -25.0% |
| Q2 2019 | $8,846,000 | -5.9% | 304,922 | -7.5% | 1.51% | -1.9% |
| Q1 2019 | $9,397,000 | -8.3% | 329,597 | -16.3% | 1.54% | -20.0% |
| Q4 2018 | $10,247,000 | +1941.2% | 393,959 | +2225.6% | 1.92% | +2161.2% |
| Q3 2018 | $502,000 | – | 16,940 | – | 0.08% | – |
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% |