WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 64 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,829 | -8.2% | 12,765 | -5.8% | 0.01% | -20.0% |
| Q2 2023 | $423,419 | -10.0% | 13,549 | -10.9% | 0.01% | -23.1% |
| Q1 2023 | $470,255 | +21.0% | 15,214 | +14.5% | 0.01% | +30.0% |
| Q4 2022 | $388,776 | +30.0% | 13,291 | +15.9% | 0.01% | +25.0% |
| Q3 2022 | $299,000 | -3.5% | 11,468 | +3.4% | 0.01% | 0.0% |
| Q2 2022 | $310,000 | +5.4% | 11,088 | +15.8% | 0.01% | +14.3% |
| Q1 2022 | $294,000 | -13.3% | 9,572 | -13.1% | 0.01% | -12.5% |
| Q4 2021 | $339,000 | -19.7% | 11,018 | -22.1% | 0.01% | -27.3% |
| Q3 2021 | $422,000 | -5.2% | 14,141 | -2.4% | 0.01% | 0.0% |
| Q2 2021 | $445,000 | +111.9% | 14,492 | +105.1% | 0.01% | +83.3% |
| Q1 2021 | $210,000 | +2.9% | 7,065 | -3.5% | 0.01% | 0.0% |
| Q4 2020 | $204,000 | -51.4% | 7,318 | -60.1% | 0.01% | -68.4% |
| Q1 2020 | $420,000 | +94.4% | 18,360 | +158.1% | 0.02% | +137.5% |
| Q4 2019 | $216,000 | +42.1% | 7,114 | +38.8% | 0.01% | +14.3% |
| Q3 2018 | $152,000 | – | 5,127 | – | 0.01% | – |
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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% |