WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 31 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,234 | -32.6% | 425 | -32.5% | 0.00% | – |
| Q3 2017 | $30,000 | +3.4% | 630 | 0.0% | 0.00% | – |
| Q2 2017 | $29,000 | +3.6% | 630 | 0.0% | 0.00% | – |
| Q1 2017 | $28,000 | +3.7% | 630 | 0.0% | 0.00% | – |
| Q4 2016 | $27,000 | 0.0% | 630 | 0.0% | 0.00% | – |
| Q3 2016 | $27,000 | +3.8% | 630 | 0.0% | 0.00% | – |
| Q2 2016 | $26,000 | 0.0% | 630 | 0.0% | 0.00% | – |
| Q1 2016 | $26,000 | +4.0% | 630 | 0.0% | 0.00% | – |
| Q4 2015 | $25,000 | +4.2% | 630 | 0.0% | 0.00% | – |
| Q3 2015 | $24,000 | -11.1% | 630 | 0.0% | 0.00% | – |
| Q2 2015 | $27,000 | -3.6% | 630 | 0.0% | 0.00% | – |
| Q1 2015 | $28,000 | 0.0% | 630 | 0.0% | 0.00% | – |
| Q4 2014 | $28,000 | -3.4% | 630 | 0.0% | 0.00% | – |
| Q3 2014 | $29,000 | -6.5% | 630 | 0.0% | 0.00% | – |
| Q2 2014 | $31,000 | +3.3% | 630 | 0.0% | 0.00% | – |
| Q1 2014 | $30,000 | 0.0% | 630 | 0.0% | 0.00% | – |
| Q4 2013 | $30,000 | – | 630 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joseph Group Capital Management | 219,272 | $10,084,000 | 10.10% |
| Legacy Wealth Planning, LLC | 146,777 | $6,750,000 | 9.68% |
| Urban Wealth Management, LLC | 750 | $34,000 | 0.11% |
| Asset Dedication, LLC | 13,843 | $636,000 | 0.09% |
| GREAT VALLEY ADVISOR GROUP, INC. | 27,545 | $1,267,000 | 0.07% |
| LPL Financial LLC | 100,606 | $4,627,000 | 0.00% |
| Parallel Advisors, LLC | 1,642 | $76,000 | 0.00% |
| Private Advisor Group, LLC | 5,237 | $241,000 | 0.00% |
| American Portfolios Advisors | 848 | $39,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 7,227 | $332,000 | 0.00% |