WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 34 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,950 | +8.9% | 96,844 | +11.7% | 0.01% | 0.0% |
| Q2 2023 | $2,710 | +175.4% | 86,710 | +172.3% | 0.01% | +200.0% |
| Q1 2023 | $984 | +8.1% | 31,843 | +2.3% | 0.00% | 0.0% |
| Q4 2022 | $910 | -99.8% | 31,118 | +41.9% | 0.00% | +100.0% |
| Q3 2022 | $570,000 | -6.1% | 21,929 | +1.0% | 0.00% | -50.0% |
| Q2 2022 | $607,000 | -6.8% | 21,719 | +2.4% | 0.00% | +100.0% |
| Q1 2022 | $651,000 | +3.8% | 21,213 | +4.2% | 0.00% | 0.0% |
| Q4 2021 | $627,000 | +5.2% | 20,365 | +2.0% | 0.00% | 0.0% |
| Q3 2021 | $596,000 | -4.2% | 19,974 | -1.5% | 0.00% | -50.0% |
| Q2 2021 | $622,000 | +0.5% | 20,277 | -2.6% | 0.00% | 0.0% |
| Q1 2021 | $619,000 | -22.7% | 20,821 | -27.6% | 0.00% | 0.0% |
| Q4 2020 | $801,000 | -49.4% | 28,772 | -53.8% | 0.00% | -60.0% |
| Q3 2020 | $1,582,000 | -83.5% | 62,227 | -83.5% | 0.01% | -86.1% |
| Q2 2020 | $9,580,000 | +10.8% | 377,947 | -0.1% | 0.04% | -10.0% |
| Q1 2020 | $8,649,000 | -25.2% | 378,223 | -0.8% | 0.04% | -9.1% |
| Q4 2019 | $11,557,000 | +5.1% | 381,420 | -0.0% | 0.04% | -6.4% |
| Q3 2019 | $10,996,000 | +4.4% | 381,548 | +5.1% | 0.05% | +2.2% |
| Q2 2019 | $10,531,000 | +3.3% | 363,026 | +1.6% | 0.05% | -2.1% |
| Q1 2019 | $10,191,000 | +9.9% | 357,459 | -0.2% | 0.05% | -4.1% |
| Q4 2018 | $9,276,000 | -12.4% | 358,028 | +0.1% | 0.05% | -3.9% |
| Q3 2018 | $10,595,000 | +1.1% | 357,700 | -1.3% | 0.05% | -7.3% |
| Q2 2018 | $10,484,000 | +0.4% | 362,399 | +3.1% | 0.06% | -3.5% |
| Q1 2018 | $10,438,000 | +2.9% | 351,344 | +5.8% | 0.06% | +3.6% |
| Q4 2017 | $10,146,000 | – | 332,235 | – | 0.06% | – |
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% |