WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 36 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $4,904,000 | +29.1% | 192,836 | +28.7% | 2.11% | -6.0% |
| Q2 2020 | $3,799,000 | +3.3% | 149,854 | -6.9% | 2.25% | -13.0% |
| Q1 2020 | $3,679,000 | -23.9% | 160,884 | +0.9% | 2.58% | -8.6% |
| Q4 2019 | $4,832,000 | -12.4% | 159,459 | -16.7% | 2.83% | -36.2% |
| Q3 2019 | $5,516,000 | -0.8% | 191,378 | -0.1% | 4.43% | -3.6% |
| Q2 2019 | $5,558,000 | +17.4% | 191,568 | +15.4% | 4.59% | +11.0% |
| Q1 2019 | $4,733,000 | – | 165,982 | – | 4.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smart Money Group LLC | 191,568 | $5,558,000 | 4.59% |
| Exchange Capital Management, Inc. | 421,296 | $12,222,000 | 3.29% |
| Fund Evaluation Group, LLC | 629,406 | $18,259,000 | 3.08% |
| Opus Capital Group, LLC | 312,488 | $9,065,000 | 2.72% |
| Surevest, LLC | 111,516 | $3,235,000 | 1.68% |
| BEACON FINANCIAL GROUP | 304,922 | $8,846,000 | 1.51% |
| Caprock Group, LLC | 218,466 | $6,338,000 | 1.24% |
| Stratos Investment Management, LLC | 66,738 | $1,936,000 | 1.22% |
| WESCAP Management Group, Inc. | 91,264 | $2,647,000 | 1.09% |
| Hochman Cole Investment Advisors, Inc. | 49,018 | $1,422,000 | 0.85% |