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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $2,280,000 | – | 74,007 | – | 2.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Exchange Capital Management, Inc. | 407,012 | $12,332,000 | 3.17% |
| Fund Evaluation Group, LLC | 628,275 | $19,037,000 | 3.11% |
| Opus Capital Group, LLC | 323,029 | $9,788,000 | 2.88% |
| Smart Money Group LLC | 159,459 | $4,832,000 | 2.83% |
| Surevest, LLC | 104,627 | $3,170,000 | 1.35% |
| Huber Financial Advisors, LLC | 125,684 | $3,808,000 | 1.32% |
| Caprock Group, LLC | 219,452 | $6,649,000 | 1.19% |
| WESCAP Management Group, Inc. | 95,528 | $2,894,000 | 1.13% |
| Stratos Investment Management, LLC | 69,814 | $2,115,000 | 0.98% |
| BEACON FINANCIAL GROUP | 211,166 | $6,398,000 | 0.80% |