WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 34 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $333,415 | -2.5% | 10,946 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $342,063 | +1.1% | 10,946 | 0.0% | 0.12% | 0.0% |
| Q1 2023 | $338,329 | +5.7% | 10,946 | 0.0% | 0.12% | +6.2% |
| Q4 2022 | $320,171 | +12.7% | 10,946 | 0.0% | 0.11% | +3.7% |
| Q3 2022 | $284,000 | -17.9% | 10,946 | -11.7% | 0.11% | -8.5% |
| Q2 2022 | $346,000 | -12.2% | 12,400 | -3.6% | 0.12% | +6.3% |
| Q1 2022 | $394,000 | +1.0% | 12,862 | +1.5% | 0.11% | +2.8% |
| Q4 2021 | $390,000 | -24.9% | 12,674 | -27.0% | 0.11% | -28.5% |
| Q3 2021 | $519,000 | -2.6% | 17,371 | 0.0% | 0.15% | -2.6% |
| Q2 2021 | $533,000 | -22.6% | 17,371 | -25.0% | 0.16% | -18.4% |
| Q1 2021 | $689,000 | +7.0% | 23,153 | 0.0% | 0.19% | -1.6% |
| Q4 2020 | $644,000 | -11.3% | 23,153 | -19.0% | 0.19% | -20.2% |
| Q3 2020 | $726,000 | -35.4% | 28,572 | -35.6% | 0.24% | -39.0% |
| Q2 2020 | $1,124,000 | -15.0% | 44,375 | -23.3% | 0.40% | -28.1% |
| Q1 2020 | $1,322,000 | -54.3% | 57,829 | -39.5% | 0.55% | -51.0% |
| Q4 2019 | $2,894,000 | +5.9% | 95,528 | +0.7% | 1.13% | 0.0% |
| Q3 2019 | $2,734,000 | +3.3% | 94,894 | +4.0% | 1.13% | +2.9% |
| Q2 2019 | $2,647,000 | +0.9% | 91,264 | -0.9% | 1.09% | -2.2% |
| Q1 2019 | $2,624,000 | +24.2% | 92,048 | +12.9% | 1.12% | +10.8% |
| Q4 2018 | $2,112,000 | +14.5% | 81,513 | +30.9% | 1.01% | +8.0% |
| Q3 2018 | $1,844,000 | -6.1% | 62,281 | -8.3% | 0.94% | -1.3% |
| Q2 2018 | $1,964,000 | -3.9% | 67,915 | -1.3% | 0.95% | +15.8% |
| Q1 2018 | $2,043,000 | +11.7% | 68,789 | +14.8% | 0.82% | +13.5% |
| Q4 2017 | $1,829,000 | +28.3% | 59,903 | +24.9% | 0.72% | +12.5% |
| Q3 2017 | $1,426,000 | +31.5% | 47,950 | +25.8% | 0.64% | +25.4% |
| Q2 2017 | $1,084,000 | – | 38,117 | – | 0.51% | – |
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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% |