WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 127 filers reported holding WISDOMTREE TR in Q4 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, 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% |