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 | $305,892 | -4.4% | 6,327 | -1.0% | 0.00% | -50.0% |
| Q2 2023 | $319,855 | +1.6% | 6,393 | +1.0% | 0.00% | +100.0% |
| Q1 2023 | $314,791 | +4.5% | 6,330 | -1.1% | 0.00% | 0.0% |
| Q4 2022 | $301,103 | -40.0% | 6,401 | -48.8% | 0.00% | 0.0% |
| Q3 2022 | $502,000 | -8.7% | 12,501 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $550,000 | -17.0% | 12,098 | -3.8% | 0.00% | 0.0% |
| Q1 2022 | $663,000 | -2.4% | 12,571 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $679,000 | +124.8% | 12,562 | +119.9% | 0.00% | 0.0% |
| Q3 2021 | $302,000 | +13.5% | 5,713 | +17.0% | 0.00% | 0.0% |
| Q2 2021 | $266,000 | -12.5% | 4,883 | -14.0% | 0.00% | 0.0% |
| Q4 2019 | $304,000 | -18.3% | 5,680 | -28.9% | 0.00% | -75.0% |
| Q4 2015 | $372,000 | – | 7,990 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |