WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 116 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $383,000 | -10.9% | 8,437 | -13.2% | 0.06% | -17.9% |
| Q2 2020 | $430,000 | +11.1% | 9,725 | -1.0% | 0.08% | +1.3% |
| Q1 2020 | $387,000 | -22.3% | 9,822 | +5.3% | 0.08% | -6.1% |
| Q4 2019 | $498,000 | +6.2% | 9,326 | -1.2% | 0.08% | -5.7% |
| Q3 2019 | $469,000 | -66.4% | 9,442 | -65.5% | 0.09% | -64.6% |
| Q2 2019 | $1,397,000 | +5.1% | 27,394 | +4.3% | 0.25% | -0.8% |
| Q1 2019 | $1,329,000 | +9.0% | 26,266 | +0.4% | 0.25% | -3.1% |
| Q4 2018 | $1,219,000 | -12.2% | 26,170 | +0.0% | 0.26% | +4.1% |
| Q3 2018 | $1,389,000 | +0.6% | 26,162 | -0.1% | 0.25% | -5.7% |
| Q2 2018 | $1,381,000 | +1.8% | 26,177 | +5.9% | 0.26% | -17.7% |
| Q1 2018 | $1,357,000 | +2.3% | 24,728 | +4.1% | 0.32% | +24.8% |
| Q4 2017 | $1,326,000 | +6.8% | 23,765 | +4.3% | 0.25% | -0.8% |
| Q3 2017 | $1,241,000 | -2.7% | 22,794 | -7.3% | 0.26% | -7.2% |
| Q2 2017 | $1,276,000 | +8.7% | 24,586 | +4.1% | 0.28% | -2.8% |
| Q1 2017 | $1,174,000 | +9.8% | 23,609 | +2.4% | 0.28% | -8.4% |
| Q4 2016 | $1,069,000 | -3.3% | 23,047 | -1.8% | 0.31% | -15.8% |
| Q3 2016 | $1,105,000 | +5.1% | 23,469 | -0.0% | 0.37% | -8.0% |
| Q2 2016 | $1,051,000 | -6.5% | 23,479 | -4.4% | 0.40% | -18.5% |
| Q1 2016 | $1,124,000 | +2.7% | 24,549 | +4.5% | 0.49% | -7.0% |
| Q4 2015 | $1,094,000 | -6.7% | 23,481 | -9.1% | 0.53% | -20.6% |
| Q3 2015 | $1,173,000 | -8.4% | 25,821 | +3.0% | 0.66% | -7.0% |
| Q2 2015 | $1,280,000 | +11.3% | 25,081 | +13.0% | 0.72% | +4.8% |
| Q1 2015 | $1,150,000 | +69.9% | 22,192 | +62.5% | 0.68% | +61.2% |
| Q4 2014 | $677,000 | +58.9% | 13,655 | +67.5% | 0.42% | +48.4% |
| Q3 2014 | $426,000 | – | 8,150 | – | 0.28% | – |
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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% |