WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |