WISDOMTREE TR's ticker is DDLS and the CUSIP is 97717X271.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,622 | -2.5% | 1,851 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $58,066 | -0.7% | 1,851 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $58,455 | +5.4% | 1,851 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $55,437 | +692.0% | 1,851 | +640.4% | 0.00% | – |
| Q2 2022 | $7,000 | -12.5% | 250 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q4 2020 | $8,000 | – | 250 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 1,513 | $46,000 | 0.02% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 385 | $12,000 | 0.01% |
| Asset Dedication, LLC | 288 | $9,000 | 0.00% |
| American Portfolios Advisors | 500 | $15,115 | 0.00% |
| Rockefeller Capital Management L.P. | 1,948 | $59,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| Capital Investment Advisory Services, LLC | 15 | $0 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 100 | $3,000 | 0.00% |