WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 1 filers reported holding WISDOMTREE TR in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 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% |