WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 125 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,236,261 | -11.2% | 60,243 | -9.4% | 0.11% | -12.4% |
| Q1 2024 | $3,643,831 | -13.4% | 66,493 | -17.0% | 0.13% | -20.4% |
| Q4 2023 | $4,207,991 | -3.4% | 80,137 | -11.1% | 0.16% | -15.6% |
| Q3 2023 | $4,356,171 | -36.1% | 90,097 | -33.8% | 0.19% | -33.3% |
| Q2 2023 | $6,813,062 | -35.5% | 136,180 | -35.9% | 0.29% | -39.9% |
| Q1 2023 | $10,564,812 | +45389.0% | 212,443 | -57.0% | 0.48% | -23.4% |
| Q4 2022 | $23,225 | -100.0% | 493,718 | -66.5% | 0.62% | -84.2% |
| Q3 2022 | $59,232,000 | -13.9% | 1,475,263 | -2.5% | 3.96% | -21.8% |
| Q2 2022 | $68,766,000 | +2.1% | 1,513,337 | +18.5% | 5.07% | +37.5% |
| Q1 2022 | $67,375,000 | – | 1,277,241 | – | 3.69% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 364,893 | $19,602,026 | 5.66% |
| Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
| LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
| Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
| MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
| Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
| Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
| TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
| Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
| PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |