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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVANTAX ADVISORY SERVICES, INC. | 792,475 | $20,724,000 | 0.38% |
| Insight Advisors, LLC/ PA | 14,251 | $377,000 | 0.12% |
| ACG Wealth | 34,010 | $889,000 | 0.11% |
| OLD MISSION CAPITAL LLC | 90,573 | $2,368,000 | 0.08% |
| Arkadios Wealth Advisors | 21,033 | $549,000 | 0.07% |
| RFG Advisory, LLC | 11,498 | $301,000 | 0.03% |
| Private Advisor Group, LLC | 21,714 | $568,000 | 0.01% |
| Patriot Financial Group Insurance Agency, LLC | 563 | $15,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 19,182 | $501,000 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 332 | $9,000 | 0.00% |