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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $354,500 | +1.1% | 11,344 | 0.0% | 0.09% | +1.1% |
| Q1 2023 | $350,631 | +5.7% | 11,344 | 0.0% | 0.09% | +4.5% |
| Q4 2022 | $331,812 | +12.5% | 11,344 | 0.0% | 0.09% | +8.5% |
| Q3 2022 | $295,000 | -6.9% | 11,344 | 0.0% | 0.08% | +5.1% |
| Q2 2022 | $317,000 | +7.5% | 11,344 | +18.2% | 0.08% | +27.9% |
| Q1 2022 | $295,000 | – | 9,598 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Exchange Capital Management, Inc. | 407,012 | $12,332,000 | 3.17% |
| Fund Evaluation Group, LLC | 628,275 | $19,037,000 | 3.11% |
| Opus Capital Group, LLC | 323,029 | $9,788,000 | 2.88% |
| Smart Money Group LLC | 159,459 | $4,832,000 | 2.83% |
| Surevest, LLC | 104,627 | $3,170,000 | 1.35% |
| Huber Financial Advisors, LLC | 125,684 | $3,808,000 | 1.32% |
| Caprock Group, LLC | 219,452 | $6,649,000 | 1.19% |
| WESCAP Management Group, Inc. | 95,528 | $2,894,000 | 1.13% |
| Stratos Investment Management, LLC | 69,814 | $2,115,000 | 0.98% |
| BEACON FINANCIAL GROUP | 211,166 | $6,398,000 | 0.80% |