WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 34 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $210,000 | -8.7% | 8,052 | -2.0% | 0.05% | +8.5% |
| Q2 2022 | $230,000 | -12.2% | 8,213 | -3.8% | 0.05% | 0.0% |
| Q1 2022 | $262,000 | -2.6% | 8,539 | -2.1% | 0.05% | +4.4% |
| Q4 2021 | $269,000 | -3.6% | 8,726 | -6.6% | 0.04% | -8.2% |
| Q3 2021 | $279,000 | -18.4% | 9,345 | -16.2% | 0.05% | -21.0% |
| Q2 2021 | $342,000 | -5.5% | 11,145 | -8.3% | 0.06% | -25.3% |
| Q1 2021 | $362,000 | -17.0% | 12,153 | -22.4% | 0.08% | -23.9% |
| Q4 2020 | $436,000 | -4.4% | 15,655 | -12.6% | 0.11% | -26.4% |
| Q3 2020 | $456,000 | -1.5% | 17,920 | -2.0% | 0.15% | -16.4% |
| Q2 2020 | $463,000 | -16.9% | 18,282 | -24.9% | 0.18% | -30.3% |
| Q1 2020 | $557,000 | -67.5% | 24,337 | -56.9% | 0.25% | -60.4% |
| Q4 2019 | $1,712,000 | +33.4% | 56,493 | +26.9% | 0.64% | +11.3% |
| Q3 2019 | $1,283,000 | -0.5% | 44,503 | +0.9% | 0.58% | +3.6% |
| Q2 2019 | $1,290,000 | +22.7% | 44,105 | +19.6% | 0.56% | +3.3% |
| Q1 2019 | $1,051,000 | +62.2% | 36,881 | +47.5% | 0.54% | +26.5% |
| Q4 2018 | $648,000 | +1372.7% | 25,000 | +1574.5% | 0.43% | +1538.5% |
| Q3 2018 | $44,000 | – | 1,493 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Exchange Capital Management, Inc. | 407,012 | $12,332,000 | 3.17% |
| Fund Evaluation Group, LLC | 628,275 | $19,037,000 | 3.11% |
| Opus Capital Group, LLC | 323,029 | $9,788,000 | 2.88% |
| Smart Money Group LLC | 159,459 | $4,832,000 | 2.83% |
| Surevest, LLC | 104,627 | $3,170,000 | 1.35% |
| Huber Financial Advisors, LLC | 125,684 | $3,808,000 | 1.32% |
| Caprock Group, LLC | 219,452 | $6,649,000 | 1.19% |
| WESCAP Management Group, Inc. | 95,528 | $2,894,000 | 1.13% |
| Stratos Investment Management, LLC | 69,814 | $2,115,000 | 0.98% |
| BEACON FINANCIAL GROUP | 211,166 | $6,398,000 | 0.80% |