WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 31 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $852,643 | +2.3% | 18,805 | +5.0% | 0.01% | +11.1% |
| Q2 2023 | $833,608 | +14.7% | 17,916 | +15.3% | 0.01% | 0.0% |
| Q1 2023 | $726,993 | +30.8% | 15,536 | +30.9% | 0.01% | -52.6% |
| Q4 2022 | $555,611 | +116.2% | 11,872 | +90.1% | 0.02% | +90.0% |
| Q3 2022 | $257,000 | +20.7% | 6,245 | +50.0% | 0.01% | +42.9% |
| Q1 2022 | $213,000 | +1675.0% | 4,164 | +1124.7% | 0.01% | +600.0% |
| Q1 2020 | $12,000 | – | 340 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joseph Group Capital Management | 250,149 | $10,291,000 | 11.23% |
| Legacy Wealth Planning, LLC | 122,672 | $5,047,000 | 8.35% |
| Asset Dedication, LLC | 25,132 | $1,034,000 | 0.11% |
| GREAT VALLEY ADVISOR GROUP, INC. | 18,200 | $749,000 | 0.04% |
| FLOW TRADERS U.S. LLC | 11,138 | $458,000 | 0.02% |
| Orion Portfolio Solutions, LLC | 6,245 | $257,000 | 0.01% |
| LPL Financial LLC | 96,046 | $3,951,000 | 0.00% |
| Parallel Advisors, LLC | 1,647 | $68,000 | 0.00% |
| Private Advisor Group, LLC | 5,043 | $207,000 | 0.00% |
| American Portfolios Advisors | 903 | $37,150 | 0.00% |