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 | $4,084,641 | -8.6% | 84,481 | -5.4% | 0.00% | 0.0% |
| Q2 2023 | $4,467,861 | +5.8% | 89,304 | +5.2% | 0.00% | 0.0% |
| Q1 2023 | $4,223,248 | -18.9% | 84,924 | -23.3% | 0.00% | -33.3% |
| Q4 2022 | $5,210,192 | +17.6% | 110,761 | +0.4% | 0.00% | 0.0% |
| Q3 2022 | $4,431,000 | +78.2% | 110,368 | +101.7% | 0.00% | +200.0% |
| Q2 2022 | $2,486,000 | -6.9% | 54,709 | +8.0% | 0.00% | 0.0% |
| Q1 2022 | $2,671,000 | +3.3% | 50,641 | +5.9% | 0.00% | 0.0% |
| Q4 2021 | $2,585,000 | +2.3% | 47,800 | -0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,528,000 | -11.8% | 47,810 | -9.1% | 0.00% | -50.0% |
| Q2 2021 | $2,867,000 | +3.6% | 52,588 | -0.1% | 0.00% | 0.0% |
| Q1 2021 | $2,768,000 | -9.0% | 52,631 | -12.4% | 0.00% | 0.0% |
| Q4 2020 | $3,042,000 | +10.3% | 60,091 | -0.9% | 0.00% | 0.0% |
| Q3 2020 | $2,757,000 | -47.3% | 60,640 | -48.7% | 0.00% | -60.0% |
| Q2 2020 | $5,233,000 | +117.3% | 118,200 | +93.8% | 0.01% | +66.7% |
| Q1 2020 | $2,408,000 | -78.6% | 60,979 | -71.0% | 0.00% | -75.0% |
| Q4 2019 | $11,235,000 | +9.8% | 210,079 | +2.1% | 0.01% | +9.1% |
| Q3 2019 | $10,229,000 | -3.7% | 205,733 | -1.2% | 0.01% | -15.4% |
| Q2 2019 | $10,623,000 | -1.1% | 208,251 | -1.8% | 0.01% | -13.3% |
| Q1 2019 | $10,741,000 | +152.4% | 212,145 | +132.3% | 0.02% | +114.3% |
| Q4 2018 | $4,256,000 | +88.9% | 91,339 | +115.4% | 0.01% | +75.0% |
| Q3 2018 | $2,253,000 | -51.0% | 42,401 | -51.4% | 0.00% | -63.6% |
| Q2 2018 | $4,602,000 | +19.3% | 87,268 | +26.8% | 0.01% | 0.0% |
| Q1 2018 | $3,857,000 | -29.0% | 68,822 | -29.3% | 0.01% | -8.3% |
| Q4 2017 | $5,432,000 | -2.7% | 97,386 | -5.0% | 0.01% | -7.7% |
| Q3 2017 | $5,581,000 | -37.4% | 102,499 | -40.3% | 0.01% | -48.0% |
| Q2 2017 | $8,909,000 | +4.6% | 171,660 | +0.2% | 0.02% | -7.4% |
| Q1 2017 | $8,516,000 | +19.3% | 171,274 | +11.3% | 0.03% | +3.8% |
| Q4 2016 | $7,137,000 | +42.2% | 153,821 | +44.3% | 0.03% | +36.8% |
| Q3 2016 | $5,019,000 | +60.5% | 106,620 | +52.5% | 0.02% | +58.3% |
| Q2 2016 | $3,128,000 | -14.6% | 69,897 | -12.6% | 0.01% | -25.0% |
| Q1 2016 | $3,661,000 | +33.3% | 79,960 | +35.6% | 0.02% | +33.3% |
| Q4 2015 | $2,747,000 | -29.5% | 58,972 | -31.2% | 0.01% | -36.8% |
| Q3 2015 | $3,896,000 | -50.7% | 85,777 | -44.6% | 0.02% | -50.0% |
| Q2 2015 | $7,898,000 | +114.3% | 154,742 | +117.5% | 0.04% | +100.0% |
| Q1 2015 | $3,685,000 | +783.7% | 71,133 | +745.6% | 0.02% | +375.0% |
| Q4 2014 | $417,000 | -51.8% | 8,412 | -49.2% | 0.00% | -55.6% |
| Q3 2014 | $866,000 | -11.4% | 16,571 | -5.0% | 0.01% | -10.0% |
| Q2 2014 | $977,000 | +0.4% | 17,442 | -2.0% | 0.01% | -9.1% |
| Q1 2014 | $973,000 | +1.8% | 17,795 | +1.3% | 0.01% | 0.0% |
| Q4 2013 | $956,000 | +73.2% | 17,560 | +64.5% | 0.01% | +57.1% |
| Q3 2013 | $552,000 | +8.4% | 10,678 | -3.4% | 0.01% | 0.0% |
| Q2 2013 | $509,000 | – | 11,058 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 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% |