WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 31 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,176 | -4.7% | 8,044 | -1.1% | 0.00% | -100.0% |
| Q2 2023 | $317,102 | -8.3% | 8,131 | -8.7% | 0.00% | 0.0% |
| Q1 2023 | $345,921 | -3.7% | 8,902 | -10.2% | 0.00% | 0.0% |
| Q4 2022 | $359,317 | +519.5% | 9,917 | +420.9% | 0.00% | – |
| Q3 2022 | $58,000 | -13.4% | 1,904 | +0.4% | 0.00% | – |
| Q2 2022 | $67,000 | -19.3% | 1,897 | -9.6% | 0.00% | – |
| Q1 2022 | $83,000 | -34.6% | 2,098 | -30.6% | 0.00% | – |
| Q4 2021 | $127,000 | -23.5% | 3,023 | -26.0% | 0.00% | – |
| Q3 2021 | $166,000 | -23.9% | 4,085 | -19.0% | 0.00% | – |
| Q2 2021 | $218,000 | +0.5% | 5,043 | -1.5% | 0.00% | -100.0% |
| Q1 2021 | $217,000 | +40.0% | 5,119 | +32.9% | 0.00% | – |
| Q4 2020 | $155,000 | +5.4% | 3,851 | -6.0% | 0.00% | – |
| Q3 2020 | $147,000 | +70.9% | 4,096 | +68.3% | 0.00% | – |
| Q2 2020 | $86,000 | +13.2% | 2,434 | +0.4% | 0.00% | – |
| Q1 2020 | $76,000 | – | 2,424 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Telos Capital Management, Inc. | 80,150 | $3,267,000 | 0.45% |
| XML Financial, LLC | 52,395 | $2,136,000 | 0.28% |
| Truvestments Capital LLC | 4,566 | $186,000 | 0.10% |
| Bedel Financial Consulting, Inc. | 3,373 | $137,000 | 0.05% |
| Larson Financial Group LLC | 5,513 | $225,000 | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 17,537 | $715,000 | 0.04% |
| Cetera Advisor Networks LLC | 28,112 | $1,146,000 | 0.02% |
| Sigma Planning Corp | 12,636 | $515,000 | 0.02% |
| WEDBUSH SECURITIES INC | 7,523 | $307,000 | 0.02% |
| American Portfolios Advisors | 9,365 | $381,745 | 0.01% |