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 2021 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $16,000 | +6.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +7.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +7.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +8.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | -25.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $16,000 | +6.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | +7.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | -48.1% | 300 | -41.2% | 0.00% | -33.3% |
| Q3 2018 | $27,000 | 0.0% | 510 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $27,000 | -3.6% | 510 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $28,000 | 0.0% | 510 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $28,000 | 0.0% | 510 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $28,000 | +7.7% | 510 | 0.0% | 0.00% | +33.3% |
| Q2 2017 | $26,000 | – | 510 | – | 0.00% | – |
Download | ||||||
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% |