WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 35 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $218,000 | +5.3% | 7,045 | -0.5% | 0.03% | -10.0% |
| Q4 2022 | $207,000 | -99.0% | 7,078 | -99.0% | 0.03% | -99.1% |
| Q4 2021 | $21,119,000 | +6.9% | 685,449 | +3.6% | 3.26% | +1.1% |
| Q3 2021 | $19,751,000 | +0.6% | 661,689 | +3.5% | 3.22% | +10.4% |
| Q2 2021 | $19,635,000 | +14.6% | 639,606 | +11.1% | 2.91% | -0.1% |
| Q1 2021 | $17,133,000 | – | 575,718 | – | 2.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FFG RETIREMENT ADVISORS LLC | 116,182 | $3,538,904 | 2.94% |
| Exchange Capital Management, Inc. | 479,374 | $14,601,723 | 2.76% |
| Stratos Investment Management, LLC | 430,424 | $13,110,721 | 1.96% |
| Kure Advisory, LLC | 90,519 | $2,757,220 | 1.56% |
| Rooted Wealth Advisors, Inc. | 73,810 | $2,295 | 1.41% |
| Harvest Investment Services, LLC | 54,401 | $1,657,054 | 1.07% |
| Atomi Financial Group, Inc. | 56,505 | $1,721,142 | 0.58% |
| Occidental Asset Management, LLC | 68,868 | $2,097,729 | 0.49% |
| MARIPAU WEALTH MANAGEMENT LLC | 16,731 | $509,626 | 0.47% |
| MOODY NATIONAL BANK TRUST DIVISION | 223,038 | $6,793,737 | 0.44% |