WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 130 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,027 | -0.4% | 21,238 | +3.1% | 0.01% | 0.0% |
| Q2 2023 | $1,031 | -32.6% | 20,603 | -33.0% | 0.01% | -37.5% |
| Q1 2023 | $1,530 | +5.2% | 30,766 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $1,455 | -99.9% | 30,938 | +6.6% | 0.01% | +14.3% |
| Q3 2022 | $1,165,000 | -40.9% | 29,010 | -33.1% | 0.01% | -36.4% |
| Q2 2022 | $1,970,000 | -12.3% | 43,348 | +1.8% | 0.01% | +10.0% |
| Q1 2022 | $2,247,000 | -1.0% | 42,593 | +1.5% | 0.01% | 0.0% |
| Q4 2021 | $2,269,000 | -86.6% | 41,955 | -86.9% | 0.01% | -88.0% |
| Q3 2021 | $16,900,000 | -2.2% | 319,652 | +0.8% | 0.08% | 0.0% |
| Q2 2021 | $17,286,000 | +1.8% | 317,118 | -1.8% | 0.08% | -9.8% |
| Q1 2021 | $16,975,000 | +0.5% | 322,808 | -3.3% | 0.09% | -7.1% |
| Q4 2020 | $16,896,000 | +4.3% | 333,713 | -6.3% | 0.10% | -9.2% |
| Q3 2020 | $16,202,000 | +0.0% | 356,305 | -2.6% | 0.11% | -10.7% |
| Q2 2020 | $16,199,000 | +14.6% | 365,913 | +2.2% | 0.12% | -10.3% |
| Q1 2020 | $14,139,000 | -28.7% | 358,030 | -3.4% | 0.14% | -11.1% |
| Q4 2019 | $19,823,000 | +9.5% | 370,669 | +1.8% | 0.15% | -3.8% |
| Q3 2019 | $18,104,000 | +0.9% | 364,111 | +3.5% | 0.16% | -3.6% |
| Q2 2019 | $17,944,000 | +2.7% | 351,776 | +1.9% | 0.16% | -1.2% |
| Q1 2019 | $17,471,000 | +31.4% | 345,079 | +20.9% | 0.17% | +13.6% |
| Q4 2018 | $13,297,000 | -22.8% | 285,338 | -12.0% | 0.15% | -10.9% |
| Q3 2018 | $17,227,000 | +2.0% | 324,233 | +1.3% | 0.16% | -7.3% |
| Q2 2018 | $16,892,000 | -1.4% | 320,222 | +2.6% | 0.18% | -7.8% |
| Q1 2018 | $17,125,000 | +11.3% | 312,155 | +13.1% | 0.19% | +6.6% |
| Q4 2017 | $15,391,000 | +554.7% | 275,928 | +539.1% | 0.18% | +465.6% |
| Q3 2017 | $2,351,000 | -0.3% | 43,174 | -5.0% | 0.03% | -8.6% |
| Q2 2017 | $2,359,000 | -8.2% | 45,460 | -12.0% | 0.04% | -20.5% |
| Q1 2017 | $2,570,000 | -20.6% | 51,676 | -25.9% | 0.04% | -27.9% |
| Q4 2016 | $3,237,000 | -28.4% | 69,769 | -27.4% | 0.06% | -27.4% |
| Q3 2016 | $4,524,000 | -22.9% | 96,109 | -26.7% | 0.08% | -32.3% |
| Q2 2016 | $5,864,000 | -2.8% | 131,046 | -0.6% | 0.12% | -8.8% |
| Q1 2016 | $6,036,000 | +31.4% | 131,811 | +33.7% | 0.14% | +24.8% |
| Q4 2015 | $4,594,000 | +0.9% | 98,613 | -1.6% | 0.11% | -16.8% |
| Q3 2015 | $4,553,000 | -6.3% | 100,240 | +5.3% | 0.13% | -2.2% |
| Q2 2015 | $4,858,000 | -2.1% | 95,182 | -0.7% | 0.13% | -5.0% |
| Q1 2015 | $4,963,000 | +11.6% | 95,819 | +6.9% | 0.14% | +2.2% |
| Q4 2014 | $4,446,000 | -0.1% | 89,661 | +5.3% | 0.14% | +5.3% |
| Q3 2014 | $4,451,000 | -16.1% | 85,179 | -10.1% | 0.13% | -29.2% |
| Q2 2014 | $5,304,000 | +2.7% | 94,726 | +0.3% | 0.18% | -5.1% |
| Q1 2014 | $5,163,000 | -1.2% | 94,439 | -1.5% | 0.20% | -8.9% |
| Q4 2013 | $5,224,000 | +5.5% | 95,916 | +0.2% | 0.21% | -1.4% |
| Q3 2013 | $4,951,000 | +15.5% | 95,755 | +2.8% | 0.22% | -0.5% |
| Q2 2013 | $4,286,000 | – | 93,132 | – | 0.22% | – |
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% |