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 | $208,824 | -3.4% | 4,319 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $216,080 | +0.6% | 4,319 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $214,784 | +5.7% | 4,319 | 0.0% | 0.04% | +5.4% |
| Q4 2022 | $203,166 | -10.9% | 4,319 | 0.0% | 0.04% | -5.1% |
| Q1 2022 | $228,000 | -2.6% | 4,319 | 0.0% | 0.04% | -11.4% |
| Q4 2021 | $234,000 | +2.6% | 4,319 | 0.0% | 0.04% | -6.4% |
| Q3 2021 | $228,000 | -3.0% | 4,319 | 0.0% | 0.05% | +4.4% |
| Q2 2021 | $235,000 | +3.5% | 4,319 | 0.0% | 0.04% | -4.3% |
| Q1 2021 | $227,000 | +3.7% | 4,319 | 0.0% | 0.05% | -7.8% |
| Q4 2020 | $219,000 | -5.2% | 4,319 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $231,000 | +7.4% | 4,319 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $215,000 | -2.3% | 4,319 | 0.0% | 0.05% | +4.1% |
| Q2 2019 | $220,000 | +0.5% | 4,319 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $219,000 | +9.0% | 4,319 | 0.0% | 0.05% | +2.1% |
| Q4 2018 | $201,000 | -12.2% | 4,319 | 0.0% | 0.05% | -2.0% |
| Q3 2018 | $229,000 | +0.4% | 4,319 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $228,000 | -3.8% | 4,319 | 0.0% | 0.05% | -3.9% |
| Q1 2018 | $237,000 | -1.7% | 4,319 | 0.0% | 0.05% | -1.9% |
| Q4 2017 | $241,000 | +2.6% | 4,319 | 0.0% | 0.05% | -3.7% |
| Q3 2017 | $235,000 | +9.3% | 4,319 | 0.0% | 0.05% | +8.0% |
| Q1 2017 | $215,000 | +7.5% | 4,319 | 0.0% | 0.05% | +4.2% |
| Q4 2016 | $200,000 | -1.5% | 4,319 | 0.0% | 0.05% | -5.9% |
| Q3 2016 | $203,000 | +1.0% | 4,319 | 0.0% | 0.05% | -5.6% |
| Q4 2015 | $201,000 | -8.6% | 4,319 | 0.0% | 0.05% | -3.6% |
| Q2 2015 | $220,000 | +2.8% | 4,319 | 0.0% | 0.06% | +9.8% |
| Q1 2015 | $214,000 | 0.0% | 4,319 | 0.0% | 0.05% | +2.0% |
| Q4 2014 | $214,000 | -5.3% | 4,319 | 0.0% | 0.05% | -7.4% |
| Q3 2014 | $226,000 | – | 4,319 | – | 0.05% | – |
Download | ||||||
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% |