WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 91 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,072,000 | -6.9% | 19,964 | -5.0% | 0.00% | – |
Q1 2024 | $1,152,000 | -21.2% | 21,015 | -24.5% | 0.00% | – |
Q4 2023 | $1,462,000 | +19.3% | 27,851 | +9.9% | 0.00% | – |
Q3 2023 | $1,225,000 | +12.1% | 25,337 | +16.0% | 0.00% | – |
Q2 2023 | $1,093,000 | -24.9% | 21,845 | -25.3% | 0.00% | – |
Q1 2023 | $1,455,000 | -23.8% | 29,253 | -27.9% | 0.00% | -100.0% |
Q4 2022 | $1,909,000 | -48.5% | 40,574 | -56.0% | 0.00% | 0.0% |
Q3 2022 | $3,704,000 | +62.7% | 92,244 | +84.2% | 0.00% | 0.0% |
Q2 2022 | $2,276,000 | -21.1% | 50,091 | -8.4% | 0.00% | 0.0% |
Q1 2022 | $2,886,000 | -1.9% | 54,697 | +0.5% | 0.00% | 0.0% |
Q4 2021 | $2,943,000 | +16.7% | 54,405 | +14.1% | 0.00% | 0.0% |
Q3 2021 | $2,521,000 | +6.4% | 47,677 | +9.7% | 0.00% | 0.0% |
Q2 2021 | $2,369,000 | -69.6% | 43,451 | -70.6% | 0.00% | -50.0% |
Q1 2021 | $7,784,000 | +63.2% | 148,024 | +57.1% | 0.00% | +100.0% |
Q4 2020 | $4,770,000 | +59.9% | 94,238 | +43.6% | 0.00% | 0.0% |
Q3 2020 | $2,984,000 | +18.0% | 65,627 | +14.9% | 0.00% | 0.0% |
Q2 2020 | $2,528,000 | +262.2% | 57,097 | +223.1% | 0.00% | – |
Q1 2020 | $698,000 | -93.3% | 17,669 | -90.9% | 0.00% | -100.0% |
Q4 2019 | $10,374,000 | +164.5% | 193,980 | +145.9% | 0.00% | +100.0% |
Q3 2019 | $3,922,000 | -53.3% | 78,875 | -52.1% | 0.00% | -33.3% |
Q2 2019 | $8,392,000 | -1.8% | 164,522 | -2.5% | 0.00% | -25.0% |
Q1 2019 | $8,545,000 | +218.0% | 168,795 | +192.7% | 0.00% | +300.0% |
Q4 2018 | $2,687,000 | -11.9% | 57,667 | +0.5% | 0.00% | 0.0% |
Q3 2018 | $3,049,000 | +3.7% | 57,370 | +2.9% | 0.00% | 0.0% |
Q2 2018 | $2,941,000 | +1.3% | 55,745 | +5.3% | 0.00% | 0.0% |
Q1 2018 | $2,904,000 | -29.2% | 52,937 | -28.1% | 0.00% | -50.0% |
Q4 2017 | $4,104,000 | -5.5% | 73,575 | -7.7% | 0.00% | 0.0% |
Q3 2017 | $4,341,000 | +11.5% | 79,720 | +6.3% | 0.00% | 0.0% |
Q2 2017 | $3,893,000 | +13.2% | 75,008 | +8.5% | 0.00% | 0.0% |
Q1 2017 | $3,439,000 | -1.7% | 69,160 | -8.3% | 0.00% | 0.0% |
Q4 2016 | $3,500,000 | +47.6% | 75,442 | +49.8% | 0.00% | +100.0% |
Q3 2016 | $2,371,000 | +96.4% | 50,371 | +86.7% | 0.00% | 0.0% |
Q2 2016 | $1,207,000 | -30.1% | 26,975 | -28.5% | 0.00% | 0.0% |
Q1 2016 | $1,727,000 | +18.4% | 37,708 | +20.5% | 0.00% | 0.0% |
Q4 2015 | $1,458,000 | +210.9% | 31,300 | +203.1% | 0.00% | – |
Q3 2015 | $469,000 | +20.6% | 10,327 | +35.7% | 0.00% | – |
Q2 2015 | $389,000 | +6.3% | 7,612 | +7.7% | 0.00% | – |
Q1 2015 | $366,000 | +34.6% | 7,069 | +29.0% | 0.00% | – |
Q4 2014 | $272,000 | -41.3% | 5,479 | -38.2% | 0.00% | – |
Q3 2014 | $463,000 | -19.3% | 8,860 | -13.7% | 0.00% | – |
Q2 2014 | $574,000 | -21.9% | 10,264 | -23.6% | 0.00% | -100.0% |
Q1 2014 | $735,000 | -88.1% | 13,432 | -88.2% | 0.00% | -75.0% |
Q4 2013 | $6,183,000 | +1497.7% | 113,525 | +1417.9% | 0.00% | – |
Q3 2013 | $387,000 | +140.4% | 7,479 | +113.6% | 0.00% | – |
Q2 2013 | $161,000 | – | 3,501 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 364,893 | $19,602,026 | 5.66% |
Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |