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 | $33,658 | -2.5% | 1,105 | 0.0% | 0.02% | +4.5% |
Q2 2023 | $34,531 | +1.1% | 1,105 | 0.0% | 0.02% | -4.3% |
Q1 2023 | $34,154 | +6.0% | 1,105 | 0.0% | 0.02% | -8.0% |
Q4 2022 | $32,210 | +3.9% | 1,105 | -6.2% | 0.02% | +4.2% |
Q3 2022 | $31,000 | -6.1% | 1,178 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $33,000 | -8.3% | 1,178 | 0.0% | 0.02% | +9.1% |
Q1 2022 | $36,000 | -12.2% | 1,178 | -11.6% | 0.02% | -8.3% |
Q4 2021 | $41,000 | -16.3% | 1,333 | -19.0% | 0.02% | -20.0% |
Q3 2021 | $49,000 | -3.9% | 1,646 | 0.0% | 0.03% | -3.2% |
Q2 2021 | $51,000 | 0.0% | 1,646 | -3.8% | 0.03% | -3.1% |
Q1 2021 | $51,000 | -3.8% | 1,711 | -6.5% | 0.03% | 0.0% |
Q4 2020 | $53,000 | +6.0% | 1,829 | -7.0% | 0.03% | -8.6% |
Q3 2020 | $50,000 | -9.1% | 1,966 | -8.7% | 0.04% | -37.5% |
Q2 2020 | $55,000 | +7.8% | 2,153 | 0.0% | 0.06% | +5.7% |
Q1 2020 | $51,000 | -25.0% | 2,153 | -3.7% | 0.05% | +1.9% |
Q4 2019 | $68,000 | – | 2,236 | – | 0.05% | – |
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% |