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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $252,370 | -9.5% | 5,365 | -23.0% | 0.05% | -18.5% |
| Q3 2022 | $279,000 | -36.4% | 6,965 | -27.9% | 0.06% | -31.6% |
| Q2 2022 | $439,000 | -13.8% | 9,665 | 0.0% | 0.10% | -1.0% |
| Q1 2022 | $509,000 | +8.8% | 9,665 | +11.5% | 0.10% | +9.1% |
| Q4 2021 | $468,000 | +12.8% | 8,665 | +10.2% | 0.09% | +3.5% |
| Q3 2021 | $415,000 | -3.3% | 7,865 | 0.0% | 0.08% | -4.5% |
| Q2 2021 | $429,000 | +3.6% | 7,865 | 0.0% | 0.09% | -2.2% |
| Q1 2021 | $414,000 | -9.0% | 7,865 | -12.5% | 0.09% | -15.7% |
| Q4 2020 | $455,000 | +6.6% | 8,989 | -4.3% | 0.11% | -4.4% |
| Q3 2020 | $427,000 | -2.1% | 9,389 | -4.6% | 0.11% | -5.8% |
| Q2 2020 | $436,000 | +12.1% | 9,839 | 0.0% | 0.12% | -4.8% |
| Q1 2020 | $389,000 | -26.9% | 9,839 | -1.0% | 0.13% | -8.0% |
| Q4 2019 | $532,000 | -1.7% | 9,939 | -8.6% | 0.14% | -7.4% |
| Q3 2019 | $541,000 | -6.1% | 10,871 | -3.8% | 0.15% | -7.5% |
| Q2 2019 | $576,000 | +0.7% | 11,296 | 0.0% | 0.16% | -3.0% |
| Q1 2019 | $572,000 | +5.9% | 11,296 | -2.6% | 0.16% | -4.1% |
| Q4 2018 | $540,000 | -12.6% | 11,596 | -0.3% | 0.17% | +2.4% |
| Q3 2018 | $618,000 | +0.8% | 11,627 | 0.0% | 0.17% | -7.7% |
| Q2 2018 | $613,000 | -3.9% | 11,627 | 0.0% | 0.18% | -4.7% |
| Q1 2018 | $638,000 | -26.5% | 11,627 | -25.3% | 0.19% | -22.0% |
| Q4 2017 | $868,000 | +2.4% | 15,563 | 0.0% | 0.24% | -5.4% |
| Q3 2017 | $848,000 | +5.0% | 15,563 | 0.0% | 0.26% | +1.2% |
| Q2 2017 | $808,000 | +3.1% | 15,563 | -1.3% | 0.26% | +0.4% |
| Q1 2017 | $784,000 | +7.1% | 15,773 | 0.0% | 0.26% | +2.4% |
| Q4 2016 | $732,000 | -2.3% | 15,773 | -0.9% | 0.25% | -6.4% |
| Q3 2016 | $749,000 | +5.0% | 15,923 | 0.0% | 0.27% | +0.8% |
| Q2 2016 | $713,000 | -8.0% | 15,923 | -5.9% | 0.26% | -12.3% |
| Q1 2016 | $775,000 | -6.6% | 16,923 | -5.0% | 0.30% | -8.2% |
| Q4 2015 | $830,000 | +24.4% | 17,823 | +21.4% | 0.33% | +16.7% |
| Q3 2015 | $667,000 | -10.9% | 14,678 | 0.0% | 0.28% | -3.8% |
| Q2 2015 | $749,000 | +55.7% | 14,678 | +58.2% | 0.29% | +52.1% |
| Q1 2015 | $481,000 | +57.2% | 9,280 | +50.2% | 0.19% | +52.4% |
| Q4 2014 | $306,000 | -5.3% | 6,180 | 0.0% | 0.13% | -9.4% |
| Q3 2014 | $323,000 | -6.6% | 6,180 | 0.0% | 0.14% | -7.3% |
| Q2 2014 | $346,000 | +2.4% | 6,180 | 0.0% | 0.15% | -4.5% |
| Q1 2014 | $338,000 | +0.3% | 6,180 | 0.0% | 0.16% | -4.3% |
| Q4 2013 | $337,000 | +19.1% | 6,180 | +12.8% | 0.16% | +7.9% |
| Q3 2013 | $283,000 | +37.4% | 5,480 | +22.3% | 0.15% | +31.0% |
| Q2 2013 | $206,000 | – | 4,480 | – | 0.12% | – |
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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% |