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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,907,398 | -1.6% | 62,619 | +1.0% | 0.14% | +1.4% |
| Q2 2023 | $1,937,507 | +2.8% | 62,000 | +1.7% | 0.14% | -2.7% |
| Q1 2023 | $1,884,074 | +6.5% | 60,955 | +0.8% | 0.15% | -11.5% |
| Q4 2022 | $1,768,337 | +13.0% | 60,455 | +0.5% | 0.16% | +9.3% |
| Q3 2022 | $1,565,000 | -7.5% | 60,130 | -0.6% | 0.15% | -9.0% |
| Q2 2022 | $1,691,000 | -8.0% | 60,495 | +1.0% | 0.17% | -4.0% |
| Q1 2022 | $1,839,000 | -0.4% | 59,912 | +0.0% | 0.17% | +13.8% |
| Q4 2021 | $1,846,000 | +3.9% | 59,903 | +0.7% | 0.15% | -4.4% |
| Q3 2021 | $1,776,000 | -1.7% | 59,494 | +1.0% | 0.16% | -3.0% |
| Q2 2021 | $1,807,000 | +4.3% | 58,876 | +1.1% | 0.16% | -13.7% |
| Q1 2021 | $1,733,000 | +5.7% | 58,232 | -1.1% | 0.19% | +1.6% |
| Q4 2020 | $1,639,000 | +10.6% | 58,853 | +1.0% | 0.19% | -7.9% |
| Q3 2020 | $1,482,000 | +1.5% | 58,264 | +1.1% | 0.20% | -7.3% |
| Q2 2020 | $1,460,000 | -70.9% | 57,604 | -73.8% | 0.22% | -77.0% |
| Q1 2020 | $5,022,000 | -24.5% | 219,592 | +0.1% | 0.95% | -20.0% |
| Q4 2019 | $6,649,000 | +5.3% | 219,452 | +0.2% | 1.19% | -3.5% |
| Q3 2019 | $6,312,000 | -0.4% | 219,003 | +0.2% | 1.23% | -0.6% |
| Q2 2019 | $6,338,000 | +6.1% | 218,466 | +4.3% | 1.24% | +6.7% |
| Q1 2019 | $5,974,000 | +18.0% | 209,550 | +7.2% | 1.16% | -0.4% |
| Q4 2018 | $5,064,000 | +365.9% | 195,457 | +432.8% | 1.17% | +427.6% |
| Q3 2018 | $1,087,000 | +45.9% | 36,684 | +42.4% | 0.22% | +39.9% |
| Q2 2018 | $745,000 | +0.7% | 25,764 | +3.5% | 0.16% | 0.0% |
| Q1 2018 | $740,000 | +18.0% | 24,896 | +25.7% | 0.16% | +29.5% |
| Q4 2017 | $627,000 | +7.2% | 19,811 | +0.7% | 0.12% | 0.0% |
| Q3 2017 | $585,000 | +4.5% | 19,681 | +0.0% | 0.12% | -1.6% |
| Q2 2017 | $560,000 | +4.7% | 19,676 | +2.1% | 0.12% | -1.6% |
| Q1 2017 | $535,000 | +5.1% | 19,270 | 0.0% | 0.13% | -1.6% |
| Q4 2016 | $509,000 | – | 19,270 | – | 0.13% | – |
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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% |