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 2017 | $248,000 | -18.7% | 4,558 | -24.8% | 0.03% | -19.0% |
| Q2 2017 | $305,000 | +11.7% | 6,058 | +10.4% | 0.04% | +7.7% |
| Q1 2017 | $273,000 | +7.1% | 5,488 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $255,000 | -22.0% | 5,488 | -21.5% | 0.04% | -22.0% |
| Q3 2016 | $327,000 | +4.1% | 6,988 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $314,000 | -1.9% | 6,988 | 0.0% | 0.05% | 0.0% |
| Q1 2016 | $320,000 | -1.8% | 6,988 | 0.0% | 0.05% | +2.0% |
| Q4 2015 | $326,000 | +2.8% | 6,988 | 0.0% | 0.05% | +2.1% |
| Q3 2015 | $317,000 | -11.2% | 6,988 | 0.0% | 0.05% | -7.7% |
| Q2 2015 | $357,000 | -14.0% | 6,988 | -12.8% | 0.05% | -11.9% |
| Q1 2015 | $415,000 | +73.6% | 8,013 | +66.0% | 0.06% | +68.6% |
| Q4 2014 | $239,000 | -5.5% | 4,828 | -0.4% | 0.04% | -5.4% |
| Q3 2014 | $253,000 | -6.6% | 4,848 | 0.0% | 0.04% | -7.5% |
| Q2 2014 | $271,000 | – | 4,848 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 316,358 | $16,774,000 | 6.45% |
| MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
| Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
| Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
| Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
| Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
| Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
| OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |