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 | $36,902,261 | +3.1% | 763,232 | +6.7% | 0.03% | 0.0% |
| Q2 2023 | $35,789,600 | +4.1% | 715,363 | +3.4% | 0.03% | -3.7% |
| Q1 2023 | $34,396,286 | +10.9% | 691,661 | +4.9% | 0.03% | 0.0% |
| Q4 2022 | $31,020,436 | +76.9% | 659,448 | +51.0% | 0.03% | +58.8% |
| Q3 2022 | $17,536,000 | -0.4% | 436,752 | +12.7% | 0.02% | 0.0% |
| Q2 2022 | $17,612,000 | +146.7% | 387,579 | +186.4% | 0.02% | +183.3% |
| Q1 2022 | $7,138,000 | +50.3% | 135,319 | +54.1% | 0.01% | +50.0% |
| Q4 2021 | $4,749,000 | +11.9% | 87,808 | +9.4% | 0.00% | 0.0% |
| Q3 2021 | $4,245,000 | +46.8% | 80,287 | +51.4% | 0.00% | +33.3% |
| Q2 2021 | $2,891,000 | +5.7% | 53,040 | +1.9% | 0.00% | 0.0% |
| Q1 2021 | $2,736,000 | +9.0% | 52,035 | +5.0% | 0.00% | 0.0% |
| Q4 2020 | $2,510,000 | -0.1% | 49,580 | -10.3% | 0.00% | -25.0% |
| Q3 2020 | $2,513,000 | +2.6% | 55,254 | -0.1% | 0.00% | 0.0% |
| Q2 2020 | $2,450,000 | +10.4% | 55,336 | -1.5% | 0.00% | -20.0% |
| Q1 2020 | $2,220,000 | -23.7% | 56,206 | +3.3% | 0.01% | 0.0% |
| Q4 2019 | $2,911,000 | +23.6% | 54,430 | +14.9% | 0.01% | 0.0% |
| Q3 2019 | $2,356,000 | -3.3% | 47,383 | -0.8% | 0.01% | 0.0% |
| Q2 2019 | $2,436,000 | -5.3% | 47,752 | -6.0% | 0.01% | -16.7% |
| Q1 2019 | $2,572,000 | +29.4% | 50,805 | +19.2% | 0.01% | +20.0% |
| Q4 2018 | $1,987,000 | -17.7% | 42,634 | -6.1% | 0.01% | -16.7% |
| Q3 2018 | $2,413,000 | -7.3% | 45,421 | -7.9% | 0.01% | -14.3% |
| Q2 2018 | $2,602,000 | -6.3% | 49,322 | -2.5% | 0.01% | -12.5% |
| Q1 2018 | $2,776,000 | -43.5% | 50,600 | -42.5% | 0.01% | -46.7% |
| Q4 2017 | $4,910,000 | +27.5% | 88,018 | +24.5% | 0.02% | +7.1% |
| Q3 2017 | $3,851,000 | +6.4% | 70,718 | +1.5% | 0.01% | 0.0% |
| Q2 2017 | $3,618,000 | +110.5% | 69,707 | +101.0% | 0.01% | +16.7% |
| Q1 2017 | $1,719,000 | +9.0% | 34,677 | +2.5% | 0.01% | 0.0% |
| Q4 2016 | $1,577,000 | +161.5% | 33,818 | +163.4% | 0.01% | +100.0% |
| Q3 2016 | $603,000 | +41.2% | 12,837 | +31.6% | 0.01% | +50.0% |
| Q2 2016 | $427,000 | -58.2% | 9,756 | -57.7% | 0.00% | +33.3% |
| Q1 2016 | $1,022,000 | +34.1% | 23,059 | +38.4% | 0.00% | +50.0% |
| Q4 2015 | $762,000 | +66.0% | 16,663 | +71.6% | 0.00% | -33.3% |
| Q3 2015 | $459,000 | -58.1% | 9,709 | -55.4% | 0.00% | -50.0% |
| Q2 2015 | $1,095,000 | +123.9% | 21,779 | +132.1% | 0.01% | +200.0% |
| Q1 2015 | $489,000 | +15.9% | 9,384 | +10.3% | 0.00% | 0.0% |
| Q4 2014 | $422,000 | -50.5% | 8,505 | -48.4% | 0.00% | -60.0% |
| Q3 2014 | $852,000 | -25.7% | 16,469 | -19.5% | 0.01% | -28.6% |
| Q2 2014 | $1,146,000 | -43.7% | 20,462 | -45.0% | 0.01% | -46.2% |
| Q1 2014 | $2,035,000 | +9.4% | 37,222 | +9.0% | 0.01% | +8.3% |
| Q4 2013 | $1,860,000 | +5.6% | 34,157 | +1.8% | 0.01% | 0.0% |
| Q3 2013 | $1,761,000 | +13.2% | 33,549 | -0.8% | 0.01% | +9.1% |
| Q2 2013 | $1,556,000 | – | 33,804 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 298,495 | $15,113,000 | 6.58% |
| MOLLER WEALTH PARTNERS | 144,574 | $7,320,000 | 3.03% |
| Thrive Capital Management, LLC | 49,939 | $2,528,000 | 2.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 819,605 | $41,497,000 | 2.24% |
| Falcon Wealth Planning | 78,878 | $3,994,000 | 2.24% |
| Syverson Strege & Co | 44,710 | $2,264,000 | 2.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 87,414 | $4,426,000 | 2.02% |
| M Holdings Securities, Inc. | 293,414 | $14,856,000 | 1.90% |
| Octavia Wealth Advisors, LLC | 80,637 | $4,083,000 | 1.32% |
| Pinnacle Wealth Planning Services, Inc. | 110,295 | $5,307,000 | 1.27% |