WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Exchange Capital Management, Inc. | 383,431 | $10,679,000 | 2.38% |
| Opus Capital Group, LLC | 298,337 | $8,309,000 | 2.11% |
| Stratos Investment Management, LLC | 102,546 | $2,856,000 | 0.90% |
| Truadvice, LLC | 52,696 | $1,489,000 | 0.45% |
| Hochman Cole Investment Advisors, Inc. | 20,333 | $566,000 | 0.24% |
| WESCAP Management Group, Inc. | 23,153 | $644,000 | 0.19% |
| Caprock Group, LLC | 58,853 | $1,639,000 | 0.19% |
| Savant Capital, LLC | 91,653 | $2,553,000 | 0.15% |
| Patriot Financial Group Insurance Agency, LLC | 15,655 | $436,000 | 0.11% |
| Integrated Wealth Concepts LLC | 62,428 | $1,739,000 | 0.08% |