WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 117 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,914,001 | -4.6% | 122,316 | -1.3% | 0.12% | -2.4% |
Q2 2023 | $6,198,613 | +23.1% | 123,898 | +22.4% | 0.13% | +16.7% |
Q1 2023 | $5,033,678 | +10.1% | 101,220 | +4.1% | 0.11% | +1.9% |
Q4 2022 | $4,573,575 | +26.3% | 97,227 | +7.8% | 0.11% | +45.2% |
Q3 2022 | $3,620,000 | -6.7% | 90,163 | +5.6% | 0.07% | -2.7% |
Q2 2022 | $3,881,000 | -0.1% | 85,405 | +15.9% | 0.08% | +10.3% |
Q1 2022 | $3,886,000 | +1.8% | 73,668 | +4.4% | 0.07% | +3.0% |
Q4 2021 | $3,818,000 | +5.7% | 70,594 | +3.3% | 0.07% | 0.0% |
Q3 2021 | $3,613,000 | +0.2% | 68,343 | +3.3% | 0.07% | 0.0% |
Q2 2021 | $3,607,000 | +11.5% | 66,180 | +7.6% | 0.07% | +6.5% |
Q1 2021 | $3,234,000 | +3.5% | 61,492 | -0.4% | 0.06% | -3.1% |
Q4 2020 | $3,126,000 | +12.5% | 61,747 | +1.1% | 0.06% | +1.6% |
Q3 2020 | $2,778,000 | +3.9% | 61,101 | +1.1% | 0.06% | 0.0% |
Q2 2020 | $2,675,000 | +14.4% | 60,424 | +2.0% | 0.06% | +3.3% |
Q1 2020 | $2,339,000 | -27.7% | 59,227 | -2.1% | 0.06% | -12.9% |
Q4 2019 | $3,234,000 | -3.3% | 60,467 | -10.1% | 0.07% | -5.4% |
Q3 2019 | $3,343,000 | -5.6% | 67,241 | -3.2% | 0.07% | -5.1% |
Q2 2019 | $3,542,000 | +3.5% | 69,445 | +2.7% | 0.08% | +2.6% |
Q1 2019 | $3,422,000 | +19.5% | 67,588 | +10.0% | 0.08% | +10.1% |
Q4 2018 | $2,863,000 | -11.6% | 61,428 | +0.8% | 0.07% | -2.8% |
Q3 2018 | $3,238,000 | +0.6% | 60,946 | -0.1% | 0.07% | 0.0% |
Q2 2018 | $3,218,000 | +3.3% | 61,004 | +7.4% | 0.07% | +4.4% |
Q1 2018 | $3,115,000 | +4.2% | 56,788 | +6.0% | 0.07% | +6.2% |
Q4 2017 | $2,989,000 | +20.2% | 53,586 | +17.4% | 0.06% | +10.3% |
Q3 2017 | $2,486,000 | +28.1% | 45,656 | +22.1% | 0.06% | +23.4% |
Q2 2017 | $1,941,000 | +38.1% | 37,405 | +32.3% | 0.05% | +38.2% |
Q1 2017 | $1,406,000 | +19.6% | 28,282 | +11.6% | 0.03% | +13.3% |
Q4 2016 | $1,176,000 | +54.5% | 25,346 | +56.8% | 0.03% | +57.9% |
Q3 2016 | $761,000 | +269.4% | 16,161 | +251.7% | 0.02% | +280.0% |
Q2 2016 | $206,000 | -1.9% | 4,595 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $210,000 | -1.9% | 4,595 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $214,000 | +2.4% | 4,595 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $209,000 | – | 4,595 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 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% |