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 | $46,383 | -99.0% | 1,523 | -99.0% | 0.00% | -100.0% |
| Q2 2023 | $4,734,950 | +12371.9% | 151,526 | +12239.3% | 0.01% | – |
| Q1 2023 | $37,965 | -45.0% | 1,228 | -48.3% | 0.00% | – |
| Q4 2022 | $69,000 | +11.3% | 2,376 | +0.3% | 0.00% | – |
| Q3 2022 | $62,000 | -6.1% | 2,370 | +0.4% | 0.00% | – |
| Q2 2022 | $66,000 | -46.3% | 2,361 | -41.0% | 0.00% | – |
| Q1 2022 | $123,000 | +28.1% | 4,001 | +28.3% | 0.00% | – |
| Q4 2021 | $96,000 | +14.3% | 3,119 | +10.4% | 0.00% | – |
| Q3 2021 | $84,000 | -3.4% | 2,824 | +0.5% | 0.00% | – |
| Q2 2021 | $87,000 | +42.6% | 2,811 | +37.0% | 0.00% | – |
| Q1 2021 | $61,000 | -3.2% | 2,052 | -8.5% | 0.00% | – |
| Q4 2020 | $63,000 | +18.9% | 2,242 | +7.6% | 0.00% | – |
| Q3 2020 | $53,000 | -14.5% | 2,083 | -14.7% | 0.00% | – |
| Q2 2020 | $62,000 | -34.7% | 2,441 | -40.2% | 0.00% | – |
| Q1 2020 | $95,000 | – | 4,081 | – | 0.00% | – |
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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% |