WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 117 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $280,000 | -2.4% | 5,310 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $287,000 | +2.1% | 5,310 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $281,000 | -2.8% | 5,310 | 0.0% | 0.02% | +4.3% |
| Q2 2021 | $289,000 | -7.7% | 5,310 | -10.9% | 0.02% | -14.8% |
| Q1 2021 | $313,000 | +3.6% | 5,960 | 0.0% | 0.03% | -6.9% |
| Q4 2020 | $302,000 | +9.8% | 5,960 | -1.4% | 0.03% | -3.3% |
| Q3 2020 | $275,000 | +0.4% | 6,045 | -2.4% | 0.03% | -9.1% |
| Q2 2020 | $274,000 | +9.2% | 6,195 | -2.4% | 0.03% | 0.0% |
| Q1 2020 | $251,000 | -36.5% | 6,345 | -14.2% | 0.03% | -15.4% |
| Q4 2019 | $395,000 | +5.1% | 7,395 | -2.2% | 0.04% | -11.4% |
| Q3 2019 | $376,000 | -2.6% | 7,560 | 0.0% | 0.04% | -4.3% |
| Q2 2019 | $386,000 | +6.0% | 7,560 | +5.2% | 0.05% | +7.0% |
| Q1 2019 | $364,000 | +40.0% | 7,185 | +28.6% | 0.04% | +22.9% |
| Q4 2018 | $260,000 | -12.8% | 5,585 | -0.4% | 0.04% | 0.0% |
| Q3 2018 | $298,000 | +11.2% | 5,610 | +10.3% | 0.04% | +2.9% |
| Q2 2018 | $268,000 | +29.5% | 5,085 | +25.1% | 0.03% | +41.7% |
| Q2 2015 | $207,000 | -3.3% | 4,065 | -1.8% | 0.02% | -4.0% |
| Q1 2015 | $214,000 | – | 4,140 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |