WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 34 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $335,238 | +2.4% | 10,728 | +1.3% | 0.06% | -8.2% |
| Q1 2023 | $327,350 | +6.3% | 10,591 | +0.6% | 0.06% | -4.7% |
| Q4 2022 | $307,885 | +12.8% | 10,526 | +0.4% | 0.06% | +16.4% |
| Q3 2022 | $273,000 | -6.2% | 10,484 | +0.7% | 0.06% | 0.0% |
| Q2 2022 | $291,000 | -7.6% | 10,410 | +1.5% | 0.06% | +10.0% |
| Q1 2022 | $315,000 | 0.0% | 10,257 | +0.4% | 0.05% | +8.7% |
| Q4 2021 | $315,000 | +4.0% | 10,215 | +0.5% | 0.05% | -2.1% |
| Q3 2021 | $303,000 | -2.3% | 10,163 | +1.1% | 0.05% | -4.1% |
| Q2 2021 | $310,000 | +4.4% | 10,056 | +0.8% | 0.05% | -10.9% |
| Q1 2021 | $297,000 | +8.0% | 9,975 | +0.8% | 0.06% | -3.5% |
| Q4 2020 | $275,000 | +22.8% | 9,892 | +12.1% | 0.06% | -1.7% |
| Q2 2020 | $224,000 | – | 8,826 | – | 0.06% | – |
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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% |