WISDOMTREE TR's ticker is DWMF and the CUSIP is 97717Y774. A total of 20 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $38,396 | +530.9% | 1,528 | +528.8% | 0.00% | – |
| Q1 2023 | $6,086 | -48.8% | 243 | -51.4% | 0.00% | – |
| Q4 2022 | $11,890 | -46.0% | 500 | -49.8% | 0.00% | – |
| Q3 2022 | $22,000 | +83.3% | 996 | +100.0% | 0.00% | – |
| Q2 2022 | $12,000 | -20.0% | 498 | -16.2% | 0.00% | – |
| Q1 2022 | $15,000 | +114.3% | 594 | +104.1% | 0.00% | – |
| Q1 2021 | $7,000 | -85.7% | 291 | -85.4% | 0.00% | – |
| Q4 2020 | $49,000 | +716.7% | 2,000 | +649.1% | 0.00% | – |
| Q3 2020 | $6,000 | -53.8% | 267 | -53.5% | 0.00% | – |
| Q2 2020 | $13,000 | +85.7% | 574 | +108.0% | 0.00% | – |
| Q1 2019 | $7,000 | – | 276 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVANTAX ADVISORY SERVICES, INC. | 792,475 | $20,724,000 | 0.38% |
| Insight Advisors, LLC/ PA | 14,251 | $377,000 | 0.12% |
| ACG Wealth | 34,010 | $889,000 | 0.11% |
| OLD MISSION CAPITAL LLC | 90,573 | $2,368,000 | 0.08% |
| Arkadios Wealth Advisors | 21,033 | $549,000 | 0.07% |
| RFG Advisory, LLC | 11,498 | $301,000 | 0.03% |
| Private Advisor Group, LLC | 21,714 | $568,000 | 0.01% |
| Patriot Financial Group Insurance Agency, LLC | 563 | $15,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 19,182 | $501,000 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 332 | $9,000 | 0.00% |