American Money Management, LLC - WISDOMTREE TR ownership

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
American Money Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$505,00016,9190.14%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
FFG RETIREMENT ADVISORS LLC 116,182$3,538,9042.94%
Exchange Capital Management, Inc. 479,374$14,601,7232.76%
Stratos Investment Management, LLC 430,424$13,110,7211.96%
Kure Advisory, LLC 90,519$2,757,2201.56%
Rooted Wealth Advisors, Inc. 73,810$2,2951.41%
Harvest Investment Services, LLC 54,401$1,657,0541.07%
Atomi Financial Group, Inc. 56,505$1,721,1420.58%
Occidental Asset Management, LLC 68,868$2,097,7290.49%
MARIPAU WEALTH MANAGEMENT LLC 16,731$509,6260.47%
MOODY NATIONAL BANK TRUST DIVISION 223,038$6,793,7370.44%
View complete list of WISDOMTREE TR shareholders