WISDOMTREE TR's ticker is DWMF and the CUSIP is 97717Y774. A total of 21 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26 | -79.4% | 1 | -80.0% | 0.00% | – |
| Q4 2023 | $126 | +152.0% | 5 | +150.0% | 0.00% | – |
| Q1 2023 | $50 | +108.3% | 2 | +100.0% | 0.00% | – |
| Q4 2022 | $24 | -97.6% | 1 | -95.8% | 0.00% | – |
| Q3 2022 | $1,000 | – | 24 | +200.0% | 0.00% | – |
| Q2 2022 | $0 | – | 8 | +300.0% | 0.00% | – |
| Q3 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | – | 0.00% | – |
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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% |