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 | $303,782 | -10.8% | 6,283 | -7.7% | 0.03% | -8.3% |
| Q2 2023 | $340,603 | -0.9% | 6,808 | -1.4% | 0.04% | -5.3% |
| Q1 2023 | $343,534 | +5.7% | 6,908 | 0.0% | 0.04% | +2.7% |
| Q4 2022 | $324,952 | +9.8% | 6,908 | -6.2% | 0.04% | -2.6% |
| Q3 2022 | $296,000 | -11.6% | 7,363 | 0.0% | 0.04% | -5.0% |
| Q2 2022 | $335,000 | -14.8% | 7,363 | -1.1% | 0.04% | -4.8% |
| Q1 2022 | $393,000 | -2.5% | 7,447 | 0.0% | 0.04% | +5.0% |
| Q4 2021 | $403,000 | +2.3% | 7,447 | 0.0% | 0.04% | -9.1% |
| Q3 2021 | $394,000 | -4.6% | 7,447 | -1.0% | 0.04% | -2.2% |
| Q2 2021 | $413,000 | +4.3% | 7,522 | 0.0% | 0.04% | -2.2% |
| Q1 2021 | $396,000 | +3.9% | 7,522 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $381,000 | +8.5% | 7,522 | -2.7% | 0.05% | -2.1% |
| Q3 2020 | $351,000 | -29.7% | 7,727 | -31.4% | 0.05% | -33.8% |
| Q2 2020 | $499,000 | -15.1% | 11,267 | -24.3% | 0.07% | -26.8% |
| Q1 2020 | $588,000 | -26.1% | 14,876 | 0.0% | 0.10% | 0.0% |
| Q4 2019 | $796,000 | +4.9% | 14,876 | -2.6% | 0.10% | -1.0% |
| Q3 2019 | $759,000 | -2.6% | 15,266 | 0.0% | 0.10% | -3.0% |
| Q2 2019 | $779,000 | -1.0% | 15,266 | -1.8% | 0.10% | -2.9% |
| Q1 2019 | $787,000 | +7.5% | 15,541 | -1.0% | 0.10% | -2.8% |
| Q4 2018 | $732,000 | -14.4% | 15,696 | -2.5% | 0.11% | -6.1% |
| Q3 2018 | $855,000 | +0.1% | 16,096 | -0.6% | 0.11% | -4.2% |
| Q2 2018 | $854,000 | -11.0% | 16,196 | -7.4% | 0.12% | -13.8% |
| Q1 2018 | $960,000 | -25.6% | 17,486 | -24.4% | 0.14% | -23.3% |
| Q4 2017 | $1,291,000 | -2.8% | 23,144 | -5.1% | 0.18% | -8.6% |
| Q3 2017 | $1,328,000 | +0.1% | 24,377 | -4.7% | 0.20% | -2.0% |
| Q2 2017 | $1,327,000 | -3.7% | 25,577 | -7.7% | 0.20% | -4.7% |
| Q1 2017 | $1,378,000 | -12.1% | 27,702 | -18.0% | 0.21% | -16.9% |
| Q4 2016 | $1,568,000 | -21.5% | 33,777 | -20.4% | 0.25% | -24.9% |
| Q3 2016 | $1,997,000 | -16.1% | 42,441 | -20.2% | 0.34% | -18.4% |
| Q2 2016 | $2,381,000 | -80.1% | 53,195 | -79.7% | 0.41% | -80.8% |
| Q1 2016 | $11,982,000 | -55.0% | 261,664 | -54.2% | 2.16% | -54.4% |
| Q4 2015 | $26,632,000 | +2.3% | 571,614 | -0.3% | 4.73% | +0.5% |
| Q3 2015 | $26,034,000 | -9.1% | 573,168 | +2.1% | 4.71% | +0.1% |
| Q2 2015 | $28,652,000 | +1.8% | 561,365 | +3.3% | 4.70% | +3.3% |
| Q1 2015 | $28,144,000 | +6.6% | 543,322 | +2.1% | 4.55% | +4.8% |
| Q4 2014 | $26,393,000 | -3.1% | 532,236 | +2.2% | 4.34% | -5.5% |
| Q3 2014 | $27,224,000 | -4.7% | 520,933 | +2.1% | 4.60% | -1.6% |
| Q2 2014 | $28,580,000 | +5.7% | 510,455 | +3.3% | 4.67% | +2.5% |
| Q1 2014 | $27,028,000 | +3.1% | 494,381 | +2.7% | 4.56% | +1.8% |
| Q4 2013 | $26,209,000 | +7.7% | 481,245 | +2.3% | 4.48% | -5.7% |
| Q3 2013 | $24,324,000 | +15.6% | 470,481 | +2.9% | 4.75% | +10.2% |
| Q2 2013 | $21,045,000 | – | 457,302 | – | 4.31% | – |
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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% |