WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263.
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 ↓ |
|---|---|---|---|
| Exchange Capital Management, Inc. | 383,431 | $10,679,000 | 2.38% |
| Opus Capital Group, LLC | 298,337 | $8,309,000 | 2.11% |
| Stratos Investment Management, LLC | 102,546 | $2,856,000 | 0.90% |
| Truadvice, LLC | 52,696 | $1,489,000 | 0.45% |
| Hochman Cole Investment Advisors, Inc. | 20,333 | $566,000 | 0.24% |
| WESCAP Management Group, Inc. | 23,153 | $644,000 | 0.19% |
| Caprock Group, LLC | 58,853 | $1,639,000 | 0.19% |
| Savant Capital, LLC | 91,653 | $2,553,000 | 0.15% |
| Patriot Financial Group Insurance Agency, LLC | 15,655 | $436,000 | 0.11% |
| Integrated Wealth Concepts LLC | 62,428 | $1,739,000 | 0.08% |