WISDOMTREE TR's ticker is DWMF and the CUSIP is 97717Y774.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,178,210 | +6.2% | 47,961 | +8.6% | 0.27% | +8.5% |
| Q2 2023 | $1,109,774 | +13.9% | 44,165 | +13.6% | 0.25% | +8.3% |
| Q1 2023 | $974,120 | +6.8% | 38,892 | +2.2% | 0.23% | -28.2% |
| Q4 2022 | $912,281 | -16.5% | 38,062 | -24.4% | 0.32% | -25.6% |
| Q3 2022 | $1,092,000 | -9.8% | 50,330 | -0.8% | 0.43% | +4.6% |
| Q2 2022 | $1,210,000 | -4.8% | 50,734 | +0.4% | 0.41% | +7.6% |
| Q1 2022 | $1,271,000 | +0.2% | 50,516 | +5.7% | 0.38% | +1.9% |
| Q4 2021 | $1,269,000 | +69.9% | 47,778 | +71.2% | 0.37% | +67.7% |
| Q3 2021 | $747,000 | +98.1% | 27,914 | +95.9% | 0.22% | +89.0% |
| Q2 2021 | $377,000 | – | 14,251 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 110,387 | $2,743,000 | 1.74% |
| ACG Wealth | 282,974 | $7,031,000 | 0.94% |
| AVANTAX ADVISORY SERVICES, INC. | 226,873 | $5,637,000 | 0.30% |
| JANE STREET GROUP, LLC | 79,506 | $1,975,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| UBS Group AG | 276 | $7,000 | 0.00% |