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 2023 | $1,296,554 | -3.4% | 26,816 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $1,341,604 | +0.7% | 26,816 | +0.0% | 0.11% | -27.9% |
| Q1 2023 | $1,332,913 | +6.3% | 26,803 | +0.6% | 0.15% | +2.1% |
| Q4 2022 | $1,253,710 | +15.8% | 26,652 | -1.2% | 0.14% | +7.5% |
| Q3 2022 | $1,083,000 | -11.7% | 26,972 | 0.0% | 0.13% | -6.9% |
| Q2 2022 | $1,226,000 | -13.8% | 26,972 | 0.0% | 0.14% | +1.4% |
| Q1 2022 | $1,423,000 | -2.5% | 26,972 | 0.0% | 0.14% | +4.4% |
| Q4 2021 | $1,459,000 | +2.3% | 26,972 | 0.0% | 0.14% | 0.0% |
| Q3 2021 | $1,426,000 | -5.3% | 26,972 | -2.3% | 0.14% | -4.9% |
| Q2 2021 | $1,506,000 | -1.6% | 27,621 | -5.2% | 0.14% | -7.7% |
| Q1 2021 | $1,531,000 | +3.9% | 29,121 | 0.0% | 0.16% | -3.1% |
| Q4 2020 | $1,474,000 | +8.5% | 29,121 | 0.0% | 0.16% | -1.8% |
| Q3 2020 | $1,358,000 | +5.1% | 29,121 | +1.1% | 0.16% | -1.8% |
| Q2 2020 | $1,292,000 | +13.7% | 28,796 | 0.0% | 0.17% | -1.8% |
| Q1 2020 | $1,136,000 | -26.2% | 28,796 | 0.0% | 0.17% | -6.6% |
| Q4 2019 | $1,540,000 | +10.2% | 28,796 | 0.0% | 0.18% | -0.5% |
| Q3 2019 | $1,398,000 | -4.8% | 28,796 | 0.0% | 0.18% | -3.2% |
| Q2 2019 | $1,469,000 | +0.8% | 28,796 | 0.0% | 0.19% | -1.1% |
| Q1 2019 | $1,458,000 | +11.3% | 28,796 | +2.4% | 0.19% | -1.0% |
| Q4 2018 | $1,310,000 | -12.3% | 28,109 | 0.0% | 0.19% | +4.9% |
| Q3 2018 | $1,493,000 | -1.1% | 28,109 | -1.7% | 0.18% | -5.7% |
| Q2 2018 | $1,509,000 | -3.8% | 28,609 | 0.0% | 0.19% | -6.3% |
| Q1 2018 | $1,569,000 | -1.7% | 28,609 | -0.0% | 0.21% | +1.0% |
| Q4 2017 | $1,596,000 | +2.4% | 28,610 | 0.0% | 0.20% | -6.0% |
| Q3 2017 | $1,558,000 | -3.1% | 28,610 | -7.6% | 0.22% | -20.7% |
| Q2 2017 | $1,608,000 | +4.2% | 30,976 | -0.2% | 0.28% | +1.5% |
| Q1 2017 | $1,543,000 | -19.8% | 31,033 | -25.1% | 0.27% | -26.2% |
| Q4 2016 | $1,924,000 | -50.8% | 41,456 | -50.1% | 0.37% | -52.6% |
| Q3 2016 | $3,909,000 | +18.3% | 83,053 | +12.5% | 0.77% | +17.3% |
| Q2 2016 | $3,304,000 | +1.9% | 73,824 | +4.3% | 0.66% | -2.2% |
| Q1 2016 | $3,242,000 | +6.0% | 70,812 | +7.8% | 0.68% | +2.7% |
| Q4 2015 | $3,059,000 | +7.9% | 65,658 | +5.2% | 0.66% | +5.3% |
| Q3 2015 | $2,834,000 | -6.6% | 62,402 | +5.0% | 0.62% | +2.1% |
| Q2 2015 | $3,035,000 | +0.9% | 59,454 | +2.4% | 0.61% | +2.9% |
| Q1 2015 | $3,008,000 | +7.4% | 58,072 | +2.8% | 0.59% | +5.5% |
| Q4 2014 | $2,801,000 | -0.1% | 56,483 | +5.2% | 0.56% | -0.9% |
| Q3 2014 | $2,805,000 | -3.5% | 53,682 | +3.4% | 0.57% | -1.2% |
| Q2 2014 | $2,908,000 | +4.0% | 51,938 | +1.6% | 0.58% | -0.2% |
| Q1 2014 | $2,795,000 | +9.4% | 51,117 | +9.0% | 0.58% | +5.9% |
| Q4 2013 | $2,555,000 | +4.9% | 46,915 | -0.4% | 0.54% | -2.7% |
| Q3 2013 | $2,435,000 | +18.1% | 47,089 | +5.1% | 0.56% | +8.8% |
| Q2 2013 | $2,062,000 | – | 44,808 | – | 0.51% | – |
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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% |