WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 60 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $315,169 | -0.8% | 10,347 | +1.7% | 0.00% | – |
| Q2 2023 | $317,812 | +9.2% | 10,170 | +8.0% | 0.00% | – |
| Q1 2023 | $291,070 | +108104.5% | 9,417 | +2.5% | 0.00% | – |
| Q4 2022 | $269 | -99.9% | 9,186 | -7.1% | 0.00% | – |
| Q3 2019 | $285,000 | 0.0% | 9,886 | 0.0% | 0.00% | – |
| Q2 2019 | $285,000 | +1.1% | 9,886 | 0.0% | 0.00% | – |
| Q1 2019 | $282,000 | +18.0% | 9,886 | +7.2% | 0.00% | – |
| Q4 2018 | $239,000 | -12.5% | 9,223 | 0.0% | 0.00% | – |
| Q3 2018 | $273,000 | +2.2% | 9,223 | 0.0% | 0.00% | – |
| Q2 2018 | $267,000 | -2.6% | 9,223 | 0.0% | 0.00% | – |
| Q1 2018 | $274,000 | -2.8% | 9,223 | 0.0% | 0.00% | – |
| Q4 2017 | $282,000 | +66.9% | 9,223 | +61.9% | 0.00% | – |
| Q3 2017 | $169,000 | +3.0% | 5,698 | -1.0% | 0.00% | – |
| Q2 2017 | $164,000 | +1.9% | 5,758 | -0.9% | 0.00% | – |
| Q1 2017 | $161,000 | – | 5,808 | – | 0.00% | – |
Download | ||||||
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% |