WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 298,495 | $15,113,000 | 6.58% |
| MOLLER WEALTH PARTNERS | 144,574 | $7,320,000 | 3.03% |
| Thrive Capital Management, LLC | 49,939 | $2,528,000 | 2.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 819,605 | $41,497,000 | 2.24% |
| Falcon Wealth Planning | 78,878 | $3,994,000 | 2.24% |
| Syverson Strege & Co | 44,710 | $2,264,000 | 2.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 87,414 | $4,426,000 | 2.02% |
| M Holdings Securities, Inc. | 293,414 | $14,856,000 | 1.90% |
| Octavia Wealth Advisors, LLC | 80,637 | $4,083,000 | 1.32% |
| Pinnacle Wealth Planning Services, Inc. | 110,295 | $5,307,000 | 1.27% |