WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 130 filers reported holding WISDOMTREE TR in Q2 2022. 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, LLC | 342,399 | $18,517,000 | 6.61% |
Thrive Capital Management, LLC | 84,741 | $4,583,000 | 2.98% |
MOLLER WEALTH PARTNERS | 139,594 | $7,549,000 | 2.41% |
Pinnacle Wealth Planning Services, Inc. | 206,391 | $11,162,000 | 2.18% |
Falcon Wealth Planning | 119,386 | $6,456,000 | 2.11% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 836,155 | $45,220,000 | 2.03% |
Smallwood Wealth Investment Management, LLC | 39,220 | $2,121,000 | 1.97% |
Octavia Wealth Advisors, LLC | 130,426 | $7,053,000 | 1.52% |
Coulter & Justus Financial Services, LLC | 34,472 | $1,864,000 | 1.46% |
Key FInancial Inc | 39,516 | $2,137,000 | 1.07% |