WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 31 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,828 | -5.7% | 1,606 | -3.2% | 0.00% | 0.0% |
| Q2 2023 | $77,192 | -0.2% | 1,659 | +0.4% | 0.00% | -33.3% |
| Q1 2023 | $77,350 | +0.2% | 1,652 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $77,208 | +13.5% | 1,649 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $68,000 | -10.5% | 1,647 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $76,000 | -9.5% | 1,642 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $84,000 | -56.5% | 1,635 | -57.6% | 0.00% | -57.1% |
| Q4 2021 | $193,000 | +5.5% | 3,860 | -1.1% | 0.01% | 0.0% |
| Q3 2021 | $183,000 | -2.1% | 3,901 | +0.8% | 0.01% | -12.5% |
| Q2 2021 | $187,000 | +136.7% | 3,871 | +129.2% | 0.01% | +100.0% |
| Q1 2021 | $79,000 | +9.7% | 1,689 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $72,000 | +12.5% | 1,687 | +0.2% | 0.00% | 0.0% |
| Q3 2020 | $64,000 | -13.5% | 1,683 | -12.7% | 0.00% | -20.0% |
| Q2 2020 | $74,000 | +13.8% | 1,927 | +0.2% | 0.01% | 0.0% |
| Q1 2020 | $65,000 | -30.1% | 1,924 | +0.2% | 0.01% | -28.6% |
| Q4 2019 | $93,000 | +20.8% | 1,921 | +15.2% | 0.01% | 0.0% |
| Q3 2019 | $77,000 | – | 1,668 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joseph Group Capital Management | 219,272 | $10,084,000 | 10.10% |
| Legacy Wealth Planning, LLC | 146,777 | $6,750,000 | 9.68% |
| Urban Wealth Management, LLC | 750 | $34,000 | 0.11% |
| Asset Dedication, LLC | 13,843 | $636,000 | 0.09% |
| GREAT VALLEY ADVISOR GROUP, INC. | 27,545 | $1,267,000 | 0.07% |
| LPL Financial LLC | 100,606 | $4,627,000 | 0.00% |
| Parallel Advisors, LLC | 1,642 | $76,000 | 0.00% |
| Private Advisor Group, LLC | 5,237 | $241,000 | 0.00% |
| American Portfolios Advisors | 848 | $39,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 7,227 | $332,000 | 0.00% |