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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,459 | -3.4% | 30,173 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $1,510 | +0.7% | 30,173 | +0.0% | 0.01% | -16.7% |
| Q1 2023 | $1,500 | +5.0% | 30,172 | -0.7% | 0.01% | 0.0% |
| Q4 2022 | $1,429 | -99.9% | 30,372 | -4.3% | 0.01% | +20.0% |
| Q3 2022 | $1,274,000 | -12.7% | 31,735 | 0.0% | 0.01% | -28.6% |
| Q2 2022 | $1,460,000 | -15.5% | 31,735 | -3.1% | 0.01% | 0.0% |
| Q1 2022 | $1,727,000 | +0.6% | 32,735 | +3.2% | 0.01% | 0.0% |
| Q4 2021 | $1,716,000 | +1.1% | 31,735 | -1.1% | 0.01% | 0.0% |
| Q3 2021 | $1,697,000 | -1.9% | 32,100 | +1.1% | 0.01% | -12.5% |
| Q2 2021 | $1,730,000 | +3.7% | 31,740 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,669,000 | +3.9% | 31,740 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,607,000 | +11.4% | 31,740 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,443,000 | -40.5% | 31,740 | -42.1% | 0.01% | -46.7% |
| Q2 2020 | $2,425,000 | +95.1% | 54,774 | +74.0% | 0.02% | +50.0% |
| Q1 2020 | $1,243,000 | -40.4% | 31,483 | -19.2% | 0.01% | -28.6% |
| Q4 2019 | $2,084,000 | +7.0% | 38,965 | -0.5% | 0.01% | 0.0% |
| Q3 2019 | $1,948,000 | -4.9% | 39,178 | -2.5% | 0.01% | -12.5% |
| Q2 2019 | $2,049,000 | -12.8% | 40,169 | -13.4% | 0.02% | -15.8% |
| Q1 2019 | $2,349,000 | +7.0% | 46,399 | -1.5% | 0.02% | -9.5% |
| Q4 2018 | $2,196,000 | -14.9% | 47,116 | -3.0% | 0.02% | -4.5% |
| Q3 2018 | $2,581,000 | +0.4% | 48,575 | -0.3% | 0.02% | -12.0% |
| Q2 2018 | $2,571,000 | +2.5% | 48,744 | +6.6% | 0.02% | 0.0% |
| Q1 2018 | $2,508,000 | -38.0% | 45,720 | -36.9% | 0.02% | -40.5% |
| Q4 2017 | $4,043,000 | -19.1% | 72,476 | -21.0% | 0.04% | -26.3% |
| Q3 2017 | $4,996,000 | +10.8% | 91,740 | +5.6% | 0.06% | +1.8% |
| Q2 2017 | $4,507,000 | +12.2% | 86,849 | +7.5% | 0.06% | +5.7% |
| Q1 2017 | $4,018,000 | +30.9% | 80,805 | +22.2% | 0.05% | +15.2% |
| Q4 2016 | $3,069,000 | +110.3% | 66,141 | +113.4% | 0.05% | +76.9% |
| Q3 2016 | $1,459,000 | -0.9% | 30,990 | -3.6% | 0.03% | -33.3% |
| Q1 2016 | $1,472,000 | +23.3% | 32,146 | +25.4% | 0.04% | +25.8% |
| Q4 2015 | $1,194,000 | -99.6% | 25,633 | +381.7% | 0.03% | +416.7% |
| Q2 2015 | $271,584,000 | +98300.0% | 5,321 | 0.0% | 0.01% | +20.0% |
| Q1 2015 | $276,000 | -99.9% | 5,321 | +10.4% | 0.01% | 0.0% |
| Q4 2014 | $239,073,000 | -24.6% | 4,821 | -20.6% | 0.01% | -28.6% |
| Q3 2014 | $317,270,000 | -1.0% | 6,071 | +6.1% | 0.01% | 0.0% |
| Q2 2014 | $320,319,000 | +2.4% | 5,721 | 0.0% | 0.01% | -12.5% |
| Q1 2014 | $312,768,000 | +0.4% | 5,721 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $311,566,000 | +10.2% | 5,721 | +4.6% | 0.01% | 0.0% |
| Q3 2013 | $282,851,000 | – | 5,471 | – | 0.01% | – |
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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% |