WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 35 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $536,414 | -0.6% | 10,723 | +1.0% | 0.00% | – |
Q1 2024 | $539,863 | +4.0% | 10,615 | -0.2% | 0.00% | – |
Q4 2023 | $519,321 | -2.3% | 10,641 | -9.2% | 0.00% | – |
Q3 2023 | $531,601 | -0.0% | 11,725 | +2.6% | 0.00% | – |
Q2 2023 | $531,829 | +7.8% | 11,430 | +8.4% | 0.00% | – |
Q1 2023 | $493,404 | +2.7% | 10,543 | +2.7% | 0.00% | – |
Q4 2022 | $480,450 | +151.5% | 10,266 | +120.9% | 0.00% | – |
Q3 2022 | $191,000 | -10.7% | 4,647 | -0.4% | 0.00% | – |
Q2 2022 | $214,000 | +35.4% | 4,665 | +50.5% | 0.00% | – |
Q1 2022 | $158,000 | -1.2% | 3,099 | -3.1% | 0.00% | – |
Q4 2021 | $160,000 | -1.8% | 3,199 | -7.9% | 0.00% | – |
Q3 2021 | $163,000 | -26.9% | 3,474 | -25.0% | 0.00% | – |
Q2 2021 | $223,000 | -0.4% | 4,634 | -3.1% | 0.00% | – |
Q1 2021 | $224,000 | +2.8% | 4,784 | -5.9% | 0.00% | – |
Q4 2020 | $218,000 | -7.6% | 5,083 | -18.5% | 0.00% | – |
Q3 2020 | $236,000 | -18.9% | 6,239 | -17.6% | 0.00% | – |
Q2 2020 | $291,000 | +50.0% | 7,569 | +33.3% | 0.00% | – |
Q1 2020 | $194,000 | -39.8% | 5,678 | -14.7% | 0.00% | – |
Q4 2019 | $322,000 | +7.7% | 6,656 | +2.4% | 0.00% | – |
Q3 2019 | $299,000 | -22.7% | 6,497 | -22.2% | 0.00% | – |
Q2 2019 | $387,000 | -9.6% | 8,354 | -10.0% | 0.00% | – |
Q1 2019 | $428,000 | -15.9% | 9,285 | -23.9% | 0.00% | – |
Q4 2018 | $509,000 | -48.7% | 12,204 | -42.8% | 0.00% | – |
Q3 2018 | $992,000 | -11.5% | 21,330 | -12.8% | 0.00% | – |
Q2 2018 | $1,121,000 | -25.4% | 24,469 | -24.2% | 0.00% | – |
Q1 2018 | $1,502,000 | -1.3% | 32,276 | +2.9% | 0.00% | – |
Q4 2017 | $1,522,000 | +31.0% | 31,368 | +27.2% | 0.00% | – |
Q3 2017 | $1,162,000 | +16.9% | 24,665 | +12.3% | 0.00% | – |
Q2 2017 | $994,000 | +10.1% | 21,967 | +9.4% | 0.00% | – |
Q1 2017 | $903,000 | -20.1% | 20,086 | -22.8% | 0.00% | – |
Q4 2016 | $1,130,000 | -1.2% | 26,015 | -2.7% | 0.00% | – |
Q3 2016 | $1,144,000 | -4.3% | 26,740 | -6.8% | 0.00% | – |
Q2 2016 | $1,196,000 | +26.6% | 28,700 | +23.9% | 0.00% | – |
Q1 2016 | $945,000 | +2.8% | 23,161 | -0.8% | 0.00% | – |
Q4 2015 | $919,000 | +15.7% | 23,351 | +12.3% | 0.00% | – |
Q3 2015 | $794,000 | -26.7% | 20,794 | -16.6% | 0.00% | – |
Q2 2015 | $1,083,000 | -34.4% | 24,944 | -33.1% | 0.00% | – |
Q1 2015 | $1,652,000 | +27.1% | 37,262 | +26.0% | 0.00% | -100.0% |
Q4 2014 | $1,300,000 | +11.9% | 29,574 | +18.0% | 0.00% | – |
Q3 2014 | $1,162,000 | +2.2% | 25,063 | +8.8% | 0.00% | – |
Q2 2014 | $1,137,000 | +16.3% | 23,040 | +11.9% | 0.00% | – |
Q1 2014 | $978,000 | -23.6% | 20,588 | -23.0% | 0.00% | -100.0% |
Q4 2013 | $1,280,000 | +6.2% | 26,738 | +1.7% | 0.00% | 0.0% |
Q3 2013 | $1,205,000 | +12.0% | 26,288 | +2.7% | 0.00% | 0.0% |
Q2 2013 | $1,076,000 | – | 25,604 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joseph Group Capital Management | 291,883 | $13,234,355 | 9.53% |
Hudock, Inc. | 62,898 | $2,851,918 | 0.68% |
Vertex Planning Partners, LLC | 12,207 | $553,488 | 0.19% |
Financial Perspectives, Inc | 6,111 | $277,081 | 0.13% |
Asset Dedication, LLC | 27,175 | $1,232 | 0.10% |
Kestra Advisory Services, LLC | 40,417 | $1,832,559 | 0.02% |
Global Financial Private Client, LLC | 468 | $20,937 | 0.01% |
Orion Portfolio Solutions, LLC | 18,805 | $852,643 | 0.01% |
Key FInancial Inc | 509 | $23,079 | 0.01% |
Raymond James Financial Services Advisors, Inc. | 85,395 | $3,871,941 | 0.01% |