WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,522 | +91933.3% | 147 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6 | +20.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5 | -99.9% | 147 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | -16.7% | 147 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $6,000 | 0.0% | 147 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $6,000 | 0.0% | 147 | 0.0% | 0.00% | +50.0% |
| Q2 2021 | $6,000 | 0.0% | 147 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $6,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | +20.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -16.7% | 147 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $6,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 147 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $6,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $6,000 | 0.0% | 147 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $6,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 147 | 0.0% | 0.00% | -20.0% |
| Q4 2017 | $6,000 | – | 147 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| XML SECURITIES, LLC | 128,617 | $5,581,000 | 7.18% |
| Telos Capital Management, Inc. | 57,592 | $2,499,000 | 0.88% |
| Karp Capital Management Corp | 24,870 | $1,079,000 | 0.46% |
| White Lighthouse Investment Management Inc. | 13,553 | $588,000 | 0.34% |
| Clal Insurance Enterprises Holdings Ltd | 138,700 | $6,020,000 | 0.16% |
| American Portfolios Advisors | 17,626 | $764,948 | 0.12% |
| TRUST CO OF VERMONT | 24,564 | $1,066,000 | 0.10% |
| GHP Investment Advisors, Inc. | 15,268 | $663,000 | 0.09% |
| FIRST MIDWEST BANK TRUST DIVISION | 14,651 | $636,000 | 0.08% |
| CHATHAM CAPITAL GROUP, INC. | 5,550 | $241,000 | 0.07% |