WISDOMTREE TR's ticker is DWMF and the CUSIP is 97717Y774. A total of 22 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3 | +50.0% | 102 | +34.2% | 0.00% | +100.0% |
| Q1 2024 | $2 | 0.0% | 76 | +24.6% | 0.00% | 0.0% |
| Q4 2023 | $2 | -33.3% | 61 | -54.5% | 0.00% | -50.0% |
| Q3 2023 | $3 | 0.0% | 134 | +17.5% | 0.00% | 0.0% |
| Q2 2023 | $3 | -25.0% | 114 | -35.6% | 0.00% | -33.3% |
| Q1 2023 | $4 | -60.0% | 177 | -58.1% | 0.00% | -25.0% |
| Q4 2022 | $10 | -99.8% | 422 | +83.5% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | +25.0% | 230 | +23.7% | 0.00% | +33.3% |
| Q2 2022 | $4,000 | -55.6% | 186 | -46.6% | 0.00% | -50.0% |
| Q1 2022 | $9,000 | 0.0% | 348 | +4.8% | 0.01% | -53.8% |
| Q4 2021 | $9,000 | – | 332 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RVW Wealth, LLC | 234,004 | $6,000,000 | 0.88% |
| ACG Wealth | 146,194 | $3,618,000 | 0.50% |
| AVANTAX ADVISORY SERVICES, INC. | 694,608 | $17,204,000 | 0.41% |
| Arkadios Wealth Advisors | 50,891 | $1,259,000 | 0.26% |
| GREAT LAKES ADVISORS, LLC | 130,875 | $3,239,000 | 0.06% |
| Insight Wealth Strategies, LLC | 13,312 | $329,000 | 0.06% |
| RFG Advisory, LLC | 10,272 | $261,000 | 0.03% |
| Patriot Financial Group Insurance Agency, LLC | 5,511 | $136,000 | 0.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5,218 | $129,000 | 0.03% |
| Private Advisor Group, LLC | 14,251 | $353,000 | 0.00% |