WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 64 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,213,892 | -9.7% | 39,852 | -7.3% | 0.06% | -10.0% |
| Q2 2023 | $1,343,625 | +5.1% | 42,996 | +4.0% | 0.07% | -10.3% |
| Q1 2023 | $1,278,098 | +29.3% | 41,349 | +22.4% | 0.08% | +30.0% |
| Q4 2022 | $988,416 | +3701.6% | 33,792 | +3193.6% | 0.06% | +2900.0% |
| Q3 2022 | $26,000 | +23.8% | 1,026 | +43.7% | 0.00% | +100.0% |
| Q1 2021 | $21,000 | +10.5% | 714 | +9.8% | 0.00% | 0.0% |
| Q4 2019 | $19,000 | +5.6% | 650 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $18,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $18,000 | +5.9% | 650 | -2.3% | 0.00% | 0.0% |
| Q4 2018 | $17,000 | -10.5% | 665 | +2.3% | 0.00% | 0.0% |
| Q3 2018 | $19,000 | 0.0% | 650 | 0.0% | 0.00% | -50.0% |
| Q1 2018 | $19,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $19,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $19,000 | – | 650 | – | 0.00% | – |
Download | ||||||
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% |