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 | $973,817 | -4.8% | 20,141 | -1.5% | 0.09% | -2.2% |
| Q2 2023 | $1,023,314 | -2.3% | 20,454 | -2.9% | 0.09% | -7.0% |
| Q1 2023 | $1,047,861 | -1.5% | 21,071 | -6.8% | 0.10% | -7.4% |
| Q4 2022 | $1,063,433 | -19.7% | 22,607 | -31.4% | 0.11% | -27.0% |
| Q3 2022 | $1,324,000 | -26.0% | 32,970 | -16.2% | 0.15% | -22.5% |
| Q2 2022 | $1,788,000 | -13.0% | 39,358 | +1.0% | 0.19% | -1.5% |
| Q1 2022 | $2,055,000 | -4.1% | 38,963 | -1.6% | 0.19% | 0.0% |
| Q4 2021 | $2,142,000 | -9.0% | 39,606 | -11.0% | 0.19% | -16.7% |
| Q3 2021 | $2,353,000 | -3.2% | 44,514 | -0.2% | 0.23% | -6.0% |
| Q2 2021 | $2,431,000 | +0.6% | 44,592 | -3.0% | 0.25% | -4.6% |
| Q1 2021 | $2,417,000 | -3.1% | 45,957 | -6.7% | 0.26% | -9.7% |
| Q4 2020 | $2,494,000 | +5.4% | 49,256 | -5.4% | 0.29% | -9.1% |
| Q3 2020 | $2,367,000 | +2.5% | 52,043 | -0.2% | 0.32% | -4.5% |
| Q2 2020 | $2,310,000 | +5.9% | 52,171 | -5.6% | 0.33% | -9.3% |
| Q1 2020 | $2,182,000 | -21.5% | 55,245 | +6.3% | 0.37% | +7.0% |
| Q4 2019 | $2,781,000 | +31.5% | 51,992 | +22.2% | 0.34% | +22.1% |
| Q3 2019 | $2,115,000 | +13.0% | 42,533 | +16.0% | 0.28% | +11.6% |
| Q2 2019 | $1,871,000 | +1.1% | 36,678 | +0.4% | 0.25% | -3.5% |
| Q1 2019 | $1,850,000 | +5.9% | 36,538 | -2.6% | 0.26% | -5.8% |
| Q4 2018 | $1,747,000 | -11.4% | 37,500 | +1.0% | 0.28% | +6.2% |
| Q3 2018 | $1,972,000 | +1.2% | 37,123 | +0.5% | 0.26% | +76.9% |
| Q2 2018 | $1,948,000 | -8.0% | 36,929 | -4.3% | 0.15% | -52.9% |
| Q1 2018 | $2,117,000 | -1.8% | 38,599 | -0.1% | 0.31% | +1.0% |
| Q4 2017 | $2,155,000 | +15.9% | 38,633 | +13.1% | 0.31% | +14.4% |
| Q3 2017 | $1,860,000 | +4.7% | 34,155 | -0.2% | 0.27% | +0.4% |
| Q2 2017 | $1,776,000 | +4.5% | 34,213 | +0.2% | 0.27% | -1.5% |
| Q1 2017 | $1,699,000 | +15.6% | 34,160 | +7.8% | 0.27% | +9.2% |
| Q4 2016 | $1,470,000 | +26.0% | 31,676 | +27.8% | 0.25% | +23.8% |
| Q3 2016 | $1,167,000 | -3.6% | 24,793 | -8.5% | 0.20% | -9.4% |
| Q2 2016 | $1,211,000 | +2.1% | 27,088 | +4.6% | 0.22% | -8.6% |
| Q1 2016 | $1,186,000 | +15.5% | 25,897 | +17.6% | 0.24% | +13.0% |
| Q4 2015 | $1,027,000 | +319.2% | 22,026 | +308.9% | 0.22% | +278.9% |
| Q3 2015 | $245,000 | -2.0% | 5,387 | +17.4% | 0.06% | -12.3% |
| Q4 2013 | $250,000 | +3.3% | 4,589 | -2.1% | 0.06% | -5.8% |
| Q3 2013 | $242,000 | -31.6% | 4,687 | -39.2% | 0.07% | -34.3% |
| Q2 2013 | $354,000 | – | 7,711 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |