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 ↓ |
|---|---|---|---|
| Smart Money Group LLC | 191,568 | $5,558,000 | 4.59% |
| Exchange Capital Management, Inc. | 421,296 | $12,222,000 | 3.29% |
| Fund Evaluation Group, LLC | 629,406 | $18,259,000 | 3.08% |
| Opus Capital Group, LLC | 312,488 | $9,065,000 | 2.72% |
| Surevest, LLC | 111,516 | $3,235,000 | 1.68% |
| BEACON FINANCIAL GROUP | 304,922 | $8,846,000 | 1.51% |
| Caprock Group, LLC | 218,466 | $6,338,000 | 1.24% |
| Stratos Investment Management, LLC | 66,738 | $1,936,000 | 1.22% |
| WESCAP Management Group, Inc. | 91,264 | $2,647,000 | 1.09% |
| Hochman Cole Investment Advisors, Inc. | 49,018 | $1,422,000 | 0.85% |