WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 42 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,086 | -3.4% | 13,627 | -0.9% | 0.11% | -0.9% |
| Q2 2023 | $429,556 | -0.8% | 13,746 | -1.8% | 0.11% | -7.0% |
| Q1 2023 | $432,872 | -6.3% | 14,005 | -11.3% | 0.12% | -12.9% |
| Q4 2022 | $462,023 | +12.4% | 15,796 | +0.1% | 0.13% | +5.6% |
| Q3 2022 | $411,000 | -6.8% | 15,785 | +0.1% | 0.12% | -2.3% |
| Q2 2022 | $441,000 | -8.7% | 15,765 | +0.2% | 0.13% | 0.0% |
| Q1 2022 | $483,000 | -0.2% | 15,733 | +0.1% | 0.13% | +1.6% |
| Q4 2021 | $484,000 | -4.2% | 15,722 | -7.1% | 0.13% | -11.9% |
| Q3 2021 | $505,000 | – | 16,919 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smart Money Group LLC | 191,568 | $5,558,000 | 4.59% |
| Exchange Capital Management, Inc. | 421,296 | $12,222,000 | 3.29% |
| Fund Evaluation Group, LLC | 629,406 | $18,259,000 | 3.08% |
| Opus Capital Group, LLC | 312,488 | $9,065,000 | 2.72% |
| Surevest, LLC | 111,516 | $3,235,000 | 1.68% |
| BEACON FINANCIAL GROUP | 304,922 | $8,846,000 | 1.51% |
| Caprock Group, LLC | 218,466 | $6,338,000 | 1.24% |
| Stratos Investment Management, LLC | 66,738 | $1,936,000 | 1.22% |
| WESCAP Management Group, Inc. | 91,264 | $2,647,000 | 1.09% |
| Hochman Cole Investment Advisors, Inc. | 49,018 | $1,422,000 | 0.85% |