WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 42 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,558,697 | +18.5% | 248,152 | +21.6% | 0.04% | +18.4% |
| Q2 2023 | $6,378,681 | +26.5% | 204,118 | +25.1% | 0.04% | +18.8% |
| Q1 2023 | $5,041,935 | +21.4% | 163,122 | +14.9% | 0.03% | +6.7% |
| Q4 2022 | $4,153,710 | +6.0% | 142,007 | -5.6% | 0.03% | -3.2% |
| Q3 2022 | $3,917,000 | -25.9% | 150,486 | -20.5% | 0.03% | -26.2% |
| Q2 2022 | $5,289,000 | -8.2% | 189,229 | +0.8% | 0.04% | +5.0% |
| Q1 2022 | $5,762,000 | +1.2% | 187,739 | +1.5% | 0.04% | 0.0% |
| Q4 2021 | $5,696,000 | +6.9% | 184,875 | +3.6% | 0.04% | -9.1% |
| Q3 2021 | $5,326,000 | +15.9% | 178,441 | +19.2% | 0.04% | +10.0% |
| Q2 2021 | $4,595,000 | +32.6% | 149,692 | +28.5% | 0.04% | +14.3% |
| Q1 2021 | $3,466,000 | +79.1% | 116,469 | +67.7% | 0.04% | +59.1% |
| Q4 2020 | $1,935,000 | +28.5% | 69,470 | +17.3% | 0.02% | +4.8% |
| Q3 2020 | $1,506,000 | +9.8% | 59,235 | +9.5% | 0.02% | 0.0% |
| Q2 2020 | $1,371,000 | +34.9% | 54,086 | +21.8% | 0.02% | -8.7% |
| Q1 2020 | $1,016,000 | -17.9% | 44,405 | +8.7% | 0.02% | -14.8% |
| Q4 2019 | $1,237,000 | +150.4% | 40,839 | +138.2% | 0.03% | +92.9% |
| Q3 2019 | $494,000 | – | 17,142 | – | 0.01% | – |
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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% |