WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 121 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,900,083 | -3.1% | 59,981 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $2,992,226 | +1.5% | 59,809 | +0.9% | 0.00% | -33.3% |
| Q1 2023 | $2,946,735 | +7.5% | 59,255 | +1.6% | 0.00% | 0.0% |
| Q4 2022 | $2,742,301 | +10.7% | 58,298 | -5.5% | 0.00% | 0.0% |
| Q3 2022 | $2,478,000 | -12.7% | 61,722 | -1.2% | 0.00% | 0.0% |
| Q2 2022 | $2,838,000 | -17.5% | 62,446 | -4.3% | 0.00% | 0.0% |
| Q1 2022 | $3,442,000 | -9.1% | 65,248 | -6.8% | 0.00% | 0.0% |
| Q4 2021 | $3,786,000 | +112.3% | 70,007 | +107.5% | 0.00% | +50.0% |
| Q3 2021 | $1,783,000 | +0.8% | 33,732 | +3.9% | 0.00% | 0.0% |
| Q2 2021 | $1,769,000 | -1.6% | 32,456 | -5.1% | 0.00% | 0.0% |
| Q1 2021 | $1,798,000 | -21.4% | 34,194 | -24.3% | 0.00% | -33.3% |
| Q4 2020 | $2,287,000 | -13.6% | 45,168 | -22.4% | 0.00% | 0.0% |
| Q3 2020 | $2,647,000 | -57.5% | 58,214 | -58.6% | 0.00% | -62.5% |
| Q2 2020 | $6,231,000 | +27.8% | 140,740 | +14.0% | 0.01% | 0.0% |
| Q1 2020 | $4,874,000 | -73.7% | 123,435 | -64.4% | 0.01% | -66.7% |
| Q4 2019 | $18,524,000 | -2.2% | 346,369 | -9.1% | 0.02% | -7.7% |
| Q3 2019 | $18,941,000 | +3.2% | 380,948 | +5.9% | 0.03% | 0.0% |
| Q2 2019 | $18,356,000 | +46.3% | 359,849 | +45.2% | 0.03% | +36.8% |
| Q1 2019 | $12,549,000 | +5.0% | 247,856 | -3.3% | 0.02% | -9.5% |
| Q4 2018 | $11,949,000 | -18.1% | 256,418 | -6.6% | 0.02% | -8.7% |
| Q3 2018 | $14,584,000 | +3.9% | 274,494 | +3.2% | 0.02% | -4.2% |
| Q2 2018 | $14,030,000 | -5.5% | 265,977 | -1.7% | 0.02% | -11.1% |
| Q1 2018 | $14,840,000 | -35.8% | 270,512 | -34.7% | 0.03% | -35.7% |
| Q4 2017 | $23,099,000 | -9.9% | 414,103 | -12.0% | 0.04% | -17.6% |
| Q3 2017 | $25,624,000 | +10.4% | 470,505 | +5.2% | 0.05% | +2.0% |
| Q2 2017 | $23,220,000 | +10.5% | 447,395 | +5.9% | 0.05% | +2.0% |
| Q1 2017 | $21,010,000 | +9.8% | 422,492 | +2.5% | 0.05% | 0.0% |
| Q4 2016 | $19,128,000 | +16.5% | 412,239 | +18.2% | 0.05% | +8.9% |
| Q3 2016 | $16,419,000 | +67.9% | 348,825 | +59.6% | 0.04% | +45.2% |
| Q2 2016 | $9,779,000 | -0.1% | 218,534 | +2.2% | 0.03% | -6.1% |
| Q1 2016 | $9,791,000 | +741.2% | 213,829 | +755.9% | 0.03% | +725.0% |
| Q4 2015 | $1,164,000 | +131.4% | 24,983 | +125.6% | 0.00% | +100.0% |
| Q3 2015 | $503,000 | -11.0% | 11,076 | +0.0% | 0.00% | 0.0% |
| Q2 2015 | $565,000 | – | 11,072 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 316,358 | $16,774,000 | 6.45% |
| MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
| Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
| Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
| Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
| Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
| Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
| OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |