Endowment Wealth Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 39 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Endowment Wealth Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$2,295,463
+21.1%
78,477
+7.8%
2.53%
+9.9%
Q3 2022$1,895,000
+1.6%
72,815
+9.1%
2.30%
+2.3%
Q2 2022$1,865,000
-1.2%
66,716
+8.5%
2.25%
+13.2%
Q1 2022$1,888,000
-17.2%
61,510
-16.9%
1.98%
-13.9%
Q4 2021$2,280,00074,0072.30%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Smart Money Group LLC 191,568$5,558,0004.59%
Exchange Capital Management, Inc. 421,296$12,222,0003.29%
Fund Evaluation Group, LLC 629,406$18,259,0003.08%
Opus Capital Group, LLC 312,488$9,065,0002.72%
Surevest, LLC 111,516$3,235,0001.68%
BEACON FINANCIAL GROUP 304,922$8,846,0001.51%
Caprock Group, LLC 218,466$6,338,0001.24%
Stratos Investment Management, LLC 66,738$1,936,0001.22%
WESCAP Management Group, Inc. 91,264$2,647,0001.09%
Hochman Cole Investment Advisors, Inc. 49,018$1,422,0000.85%
View complete list of WISDOMTREE TR shareholders