WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 55 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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. | 383,431 | $10,679,000 | 2.38% |
| Opus Capital Group, LLC | 298,337 | $8,309,000 | 2.11% |
| Stratos Investment Management, LLC | 102,546 | $2,856,000 | 0.90% |
| Truadvice, LLC | 52,696 | $1,489,000 | 0.45% |
| Hochman Cole Investment Advisors, Inc. | 20,333 | $566,000 | 0.24% |
| WESCAP Management Group, Inc. | 23,153 | $644,000 | 0.19% |
| Caprock Group, LLC | 58,853 | $1,639,000 | 0.19% |
| Savant Capital, LLC | 91,653 | $2,553,000 | 0.15% |
| Patriot Financial Group Insurance Agency, LLC | 15,655 | $436,000 | 0.11% |
| Integrated Wealth Concepts LLC | 62,428 | $1,739,000 | 0.08% |