Cordasco Financial Network - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 39 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cordasco Financial Network ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$18,000
-10.0%
6400.0%0.01%0.0%
Q1 2022$20,0000.0%6400.0%0.01%
+8.3%
Q4 2021$20,000
+5.3%
6400.0%0.01%
-7.7%
Q3 2021$19,000
-5.0%
6400.0%0.01%
-7.1%
Q2 2021$20,000
+5.3%
6400.0%0.01%0.0%
Q1 2021$19,000
+5.6%
6400.0%0.01%0.0%
Q4 2020$18,000
+12.5%
6400.0%0.01%0.0%
Q3 2020$16,0000.0%6400.0%0.01%
-6.7%
Q2 2020$16,000
+6.7%
6400.0%0.02%
-11.8%
Q1 2020$15,000
-21.1%
6400.0%0.02%0.0%
Q4 2019$19,000
+5.6%
6400.0%0.02%0.0%
Q3 2019$18,000
-5.3%
6400.0%0.02%
-10.5%
Q2 2019$19,000
+5.6%
6400.0%0.02%
+5.6%
Q1 2019$18,000
+5.9%
6400.0%0.02%
-5.3%
Q4 2018$17,000
-10.5%
6400.0%0.02%
+5.6%
Q3 2018$19,0006400.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Exchange Capital Management, Inc. 407,012$12,332,0003.17%
Fund Evaluation Group, LLC 628,275$19,037,0003.11%
Opus Capital Group, LLC 323,029$9,788,0002.88%
Smart Money Group LLC 159,459$4,832,0002.83%
Surevest, LLC 104,627$3,170,0001.35%
Huber Financial Advisors, LLC 125,684$3,808,0001.32%
Caprock Group, LLC 219,452$6,649,0001.19%
WESCAP Management Group, Inc. 95,528$2,894,0001.13%
Stratos Investment Management, LLC 69,814$2,115,0000.98%
BEACON FINANCIAL GROUP 211,166$6,398,0000.80%
View complete list of WISDOMTREE TR shareholders