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 | $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, 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% |