WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 124 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,043 | -3.4% | 580 | 0.0% | 0.00% | – |
| Q2 2023 | $29,017 | -91.8% | 580 | -91.8% | 0.00% | – |
| Q1 2023 | $352,437 | +23.9% | 7,087 | +17.2% | 0.00% | – |
| Q4 2022 | $284,448 | +11.5% | 6,047 | -4.7% | 0.00% | – |
| Q3 2022 | $255,000 | -14.1% | 6,344 | -2.9% | 0.00% | -100.0% |
| Q2 2022 | $297,000 | -3.6% | 6,536 | +11.9% | 0.00% | – |
| Q1 2022 | $308,000 | +12.4% | 5,842 | +15.2% | 0.00% | – |
| Q4 2021 | $274,000 | +93.0% | 5,070 | +88.1% | 0.00% | – |
| Q3 2021 | $142,000 | +49.5% | 2,695 | +53.9% | 0.00% | – |
| Q2 2021 | $95,000 | +6.7% | 1,751 | +4.0% | 0.00% | – |
| Q1 2021 | $89,000 | +21.9% | 1,684 | +16.1% | 0.00% | – |
| Q4 2020 | $73,000 | +62.2% | 1,451 | +47.2% | 0.00% | – |
| Q3 2020 | $45,000 | +95.7% | 986 | +91.1% | 0.00% | – |
| Q2 2020 | $23,000 | -8.0% | 516 | -19.4% | 0.00% | – |
| Q1 2020 | $25,000 | -59.0% | 640 | -44.2% | 0.00% | – |
| Q4 2019 | $61,000 | +56.4% | 1,146 | +46.5% | 0.00% | – |
| Q3 2019 | $39,000 | -78.1% | 782 | -77.6% | 0.00% | -100.0% |
| Q2 2019 | $178,000 | +947.1% | 3,490 | +964.0% | 0.00% | – |
| Q1 2019 | $17,000 | +13.3% | 328 | 0.0% | 0.00% | – |
| Q4 2018 | $15,000 | -11.8% | 328 | 0.0% | 0.00% | – |
| Q3 2018 | $17,000 | 0.0% | 328 | 0.0% | 0.00% | – |
| Q2 2018 | $17,000 | -29.2% | 328 | -24.8% | 0.00% | – |
| Q1 2018 | $24,000 | -46.7% | 436 | -46.4% | 0.00% | – |
| Q4 2017 | $45,000 | +200.0% | 813 | +187.3% | 0.00% | – |
| Q3 2017 | $15,000 | +50.0% | 283 | +41.5% | 0.00% | – |
| Q2 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2017 | $10,000 | +11.1% | 200 | 0.0% | 0.00% | – |
| Q4 2016 | $9,000 | +350.0% | 200 | +300.0% | 0.00% | – |
| Q1 2016 | $2,000 | -89.5% | 50 | -86.8% | 0.00% | – |
| Q2 2015 | $19,000 | +280.0% | 380 | +322.2% | 0.00% | – |
| Q1 2014 | $5,000 | -99.2% | 90 | -99.2% | 0.00% | -100.0% |
| Q3 2013 | $592,000 | – | 11,451 | – | 0.03% | – |
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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% |