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 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. | 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% |