BELLEVUE ASSET MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 34 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$33,658
-2.5%
1,1050.0%0.02%
+4.5%
Q2 2023$34,531
+1.1%
1,1050.0%0.02%
-4.3%
Q1 2023$34,154
+6.0%
1,1050.0%0.02%
-8.0%
Q4 2022$32,210
+3.9%
1,105
-6.2%
0.02%
+4.2%
Q3 2022$31,000
-6.1%
1,1780.0%0.02%0.0%
Q2 2022$33,000
-8.3%
1,1780.0%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%
1,6460.0%0.03%
-3.2%
Q2 2021$51,0000.0%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%
2,1530.0%0.06%
+5.7%
Q1 2020$51,000
-25.0%
2,153
-3.7%
0.05%
+1.9%
Q4 2019$68,0002,2360.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
FFG RETIREMENT ADVISORS LLC 116,182$3,538,9042.94%
Exchange Capital Management, Inc. 479,374$14,601,7232.76%
Stratos Investment Management, LLC 430,424$13,110,7211.96%
Kure Advisory, LLC 90,519$2,757,2201.56%
Rooted Wealth Advisors, Inc. 73,810$2,2951.41%
Harvest Investment Services, LLC 54,401$1,657,0541.07%
Atomi Financial Group, Inc. 56,505$1,721,1420.58%
Occidental Asset Management, LLC 68,868$2,097,7290.49%
MARIPAU WEALTH MANAGEMENT LLC 16,731$509,6260.47%
MOODY NATIONAL BANK TRUST DIVISION 223,038$6,793,7370.44%
View complete list of WISDOMTREE TR shareholders