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 ↓ |
|---|---|---|---|
| Exchange Capital Management, Inc. | 383,431 | $10,679,000 | 2.38% |
| Opus Capital Group, LLC | 298,337 | $8,309,000 | 2.11% |
| Stratos Investment Management, LLC | 102,546 | $2,856,000 | 0.90% |
| Truadvice, LLC | 52,696 | $1,489,000 | 0.45% |
| Hochman Cole Investment Advisors, Inc. | 20,333 | $566,000 | 0.24% |
| WESCAP Management Group, Inc. | 23,153 | $644,000 | 0.19% |
| Caprock Group, LLC | 58,853 | $1,639,000 | 0.19% |
| Savant Capital, LLC | 91,653 | $2,553,000 | 0.15% |
| Patriot Financial Group Insurance Agency, LLC | 15,655 | $436,000 | 0.11% |
| Integrated Wealth Concepts LLC | 62,428 | $1,739,000 | 0.08% |