WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 140 filers reported holding WISDOMTREE TR in Q4 2019. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |