WISDOMTREE TR's ticker is DWMF and the CUSIP is 97717Y774. A total of 22 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,075,408 | +23.9% | 79,426 | +25.8% | 0.38% | +16.5% |
| Q1 2024 | $1,675,539 | +46.8% | 63,121 | +39.9% | 0.32% | +33.6% |
| Q4 2023 | $1,141,241 | -3.1% | 45,118 | -5.9% | 0.24% | -10.4% |
| 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 ↓ |
|---|---|---|---|
| Insight Advisors, LLC/ PA | 50,734 | $1,210,000 | 0.41% |
| AVANTAX ADVISORY SERVICES, INC. | 743,442 | $17,478,000 | 0.26% |
| ACG Wealth | 20,473 | $481,000 | 0.10% |
| OLD MISSION CAPITAL LLC | 90,118 | $2,119,000 | 0.06% |
| RFG Advisory, LLC | 13,125 | $313,000 | 0.02% |
| Orgel Wealth Management, LLC | 11,328 | $266,000 | 0.02% |
| CoreCap Advisors, LLC | 7,364 | $173,000 | 0.01% |
| Private Advisor Group, LLC | 35,273 | $829,000 | 0.01% |
| Covestor Ltd | 186 | $4,000 | 0.00% |
| Patriot Financial Group Insurance Agency, LLC | 603 | $14,000 | 0.00% |