WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,998 | -83.3% | 5,336 | -82.9% | 0.00% | – |
| Q1 2023 | $1,549,146 | -9.3% | 31,151 | -14.2% | 0.00% | – |
| Q4 2022 | $1,708,164 | -1.5% | 36,313 | -4.8% | 0.00% | – |
| Q2 2022 | $1,734,000 | +604.9% | 38,157 | +716.5% | 0.00% | – |
| Q1 2022 | $246,000 | -53.8% | 4,673 | -52.6% | 0.00% | – |
| Q4 2021 | $533,000 | -48.2% | 9,849 | -51.5% | 0.00% | – |
| Q4 2020 | $1,028,000 | +408.9% | 20,297 | +298.1% | 0.00% | – |
| Q1 2020 | $202,000 | -49.9% | 5,098 | -32.4% | 0.00% | – |
| Q4 2019 | $403,000 | -35.2% | 7,545 | -32.3% | 0.00% | – |
| Q4 2017 | $622,000 | +2.0% | 11,146 | -0.6% | 0.00% | – |
| Q3 2017 | $610,000 | +1.7% | 11,209 | -3.0% | 0.00% | – |
| Q2 2017 | $600,000 | +181.7% | 11,561 | +151.9% | 0.00% | – |
| Q4 2015 | $213,000 | -22.8% | 4,589 | -23.3% | 0.00% | – |
| Q2 2013 | $276,000 | – | 5,986 | – | 0.00% | – |
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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% |