WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 54 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
---|---|---|---|
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% |