WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316 | -3.7% | 6,545 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $328 | -2.4% | 6,545 | -3.3% | 0.01% | -8.3% |
| Q1 2023 | $336 | +2.1% | 6,768 | -3.2% | 0.01% | 0.0% |
| Q4 2022 | $329 | -100.0% | 6,992 | -58.1% | 0.01% | -62.5% |
| Q3 2022 | $670,000 | -16.5% | 16,680 | -5.5% | 0.03% | -22.0% |
| Q2 2022 | $802,000 | -18.4% | 17,648 | -5.3% | 0.04% | -8.9% |
| Q1 2022 | $983,000 | -97.8% | 18,641 | -97.8% | 0.04% | -97.8% |
| Q4 2021 | $45,220,000 | +6.3% | 836,155 | +3.9% | 2.03% | -2.6% |
| Q3 2021 | $42,539,000 | -2.3% | 804,592 | +0.7% | 2.08% | +6.5% |
| Q2 2021 | $43,553,000 | -1.0% | 798,990 | -4.5% | 1.96% | -8.6% |
| Q1 2021 | $43,985,000 | +6.0% | 836,455 | +2.1% | 2.14% | -4.5% |
| Q4 2020 | $41,497,000 | +13.1% | 819,605 | +1.6% | 2.24% | -1.5% |
| Q3 2020 | $36,677,000 | +10.1% | 806,575 | +7.1% | 2.28% | -3.6% |
| Q2 2020 | $33,325,000 | +29.5% | 752,765 | +15.5% | 2.36% | +15.2% |
| Q1 2020 | $25,734,000 | -26.7% | 651,656 | -0.7% | 2.05% | -4.4% |
| Q4 2019 | $35,100,000 | +7.5% | 656,322 | -0.1% | 2.14% | -1.1% |
| Q3 2019 | $32,664,000 | -3.1% | 656,977 | -0.5% | 2.17% | -2.6% |
| Q2 2019 | $33,697,000 | +2.9% | 660,598 | +2.1% | 2.23% | -9.8% |
| Q1 2019 | $32,759,000 | +7.9% | 647,024 | -0.7% | 2.47% | -8.0% |
| Q4 2018 | $30,350,000 | -16.8% | 651,281 | -5.2% | 2.68% | -18.3% |
| Q3 2018 | $36,496,000 | +4.3% | 686,922 | +3.6% | 3.28% | -0.5% |
| Q2 2018 | $34,975,000 | -3.9% | 663,026 | -0.1% | 3.30% | -10.4% |
| Q1 2018 | $36,392,000 | +16.3% | 663,369 | +18.2% | 3.68% | +15.2% |
| Q4 2017 | $31,293,000 | +8.8% | 561,010 | +6.2% | 3.20% | -0.4% |
| Q3 2017 | $28,762,000 | +8.5% | 528,138 | +3.4% | 3.21% | +2.0% |
| Q2 2017 | $26,516,000 | +8.5% | 510,914 | +3.9% | 3.14% | +2.9% |
| Q1 2017 | $24,445,000 | +12.0% | 491,547 | +4.5% | 3.06% | +0.9% |
| Q4 2016 | $21,828,000 | +36.0% | 470,433 | +37.9% | 3.03% | +28.9% |
| Q3 2016 | $16,054,000 | +36.5% | 341,063 | +29.8% | 2.35% | +25.0% |
| Q2 2016 | $11,763,000 | +21.7% | 262,856 | +24.5% | 1.88% | +18.5% |
| Q1 2016 | $9,669,000 | +6.4% | 211,157 | +8.2% | 1.58% | +1.0% |
| Q4 2015 | $9,090,000 | -34.5% | 195,106 | -36.2% | 1.57% | -45.8% |
| Q3 2015 | $13,884,000 | -11.0% | 305,690 | +0.1% | 2.90% | -16.9% |
| Q2 2015 | $15,594,000 | +13.6% | 305,522 | +15.3% | 3.48% | -3.8% |
| Q1 2015 | $13,731,000 | +17.4% | 265,080 | +12.4% | 3.62% | -6.8% |
| Q4 2014 | $11,694,000 | +11.7% | 235,823 | +17.7% | 3.89% | +3.9% |
| Q3 2014 | $10,471,000 | +6.1% | 200,358 | +13.6% | 3.74% | +7.7% |
| Q2 2014 | $9,872,000 | +12.1% | 176,321 | +9.4% | 3.47% | +0.6% |
| Q1 2014 | $8,808,000 | +26.3% | 161,107 | +25.8% | 3.45% | 0.0% |
| Q4 2013 | $6,974,000 | +45.1% | 128,054 | +37.8% | 3.45% | +24.6% |
| Q3 2013 | $4,805,000 | +95.7% | 92,949 | +74.2% | 2.77% | +56.7% |
| Q2 2013 | $2,455,000 | – | 53,349 | – | 1.77% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |