WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 64 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20 | -42.9% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $35 | +6.1% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $33 | +13.8% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $29 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q3 2022 | $138,000 | – | 5,319 | – | 0.00% | – |
| Q2 2022 | $0 | – | 0 | – | 0.00% | – |
| Q1 2022 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q4 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 1 | -99.5% | 0.00% | – |
| Q2 2021 | $6,000 | -88.0% | 195 | -88.5% | 0.00% | – |
| Q1 2021 | $50,000 | – | 1,694 | +169300.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 1 | -99.4% | 0.00% | – |
| Q3 2020 | $4,000 | – | 160 | +15900.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | – | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2018 | $304,000 | – | 10,505 | – | 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% |