WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 83 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,393 | -1.0% | 44,555 | +1.0% | 0.01% | 0.0% |
Q1 2024 | $2,417 | +6.3% | 44,099 | +1.9% | 0.01% | 0.0% |
Q4 2023 | $2,273 | +7.6% | 43,280 | -1.0% | 0.01% | -14.3% |
Q3 2023 | $2,113 | -1.3% | 43,706 | +2.1% | 0.01% | 0.0% |
Q2 2023 | $2,141 | +5.3% | 42,797 | +4.6% | 0.01% | 0.0% |
Q1 2023 | $2,034 | +10.2% | 40,901 | +4.2% | 0.01% | 0.0% |
Q4 2022 | $1,846 | -99.9% | 39,251 | +1.8% | 0.01% | +16.7% |
Q3 2022 | $1,548,000 | -11.2% | 38,559 | +0.5% | 0.01% | 0.0% |
Q2 2022 | $1,744,000 | -10.3% | 38,383 | +4.2% | 0.01% | 0.0% |
Q1 2022 | $1,944,000 | +2.8% | 36,850 | +5.4% | 0.01% | +20.0% |
Q4 2021 | $1,891,000 | +10.3% | 34,972 | +7.8% | 0.01% | -16.7% |
Q3 2021 | $1,715,000 | -0.6% | 32,440 | +2.5% | 0.01% | +20.0% |
Q2 2021 | $1,725,000 | +9.7% | 31,641 | +5.8% | 0.01% | 0.0% |
Q1 2021 | $1,572,000 | +8.3% | 29,902 | +4.3% | 0.01% | 0.0% |
Q4 2020 | $1,452,000 | +13.4% | 28,674 | +1.9% | 0.01% | -16.7% |
Q3 2020 | $1,280,000 | +4.1% | 28,147 | +1.4% | 0.01% | 0.0% |
Q2 2020 | $1,229,000 | +16.2% | 27,771 | +3.6% | 0.01% | +20.0% |
Q1 2020 | $1,058,000 | -24.3% | 26,799 | +2.5% | 0.01% | -16.7% |
Q4 2019 | $1,398,000 | +9.3% | 26,142 | +1.6% | 0.01% | 0.0% |
Q3 2019 | $1,279,000 | -0.7% | 25,728 | +1.9% | 0.01% | 0.0% |
Q2 2019 | $1,288,000 | +3.5% | 25,259 | +2.7% | 0.01% | 0.0% |
Q1 2019 | $1,245,000 | +7.7% | 24,587 | -0.9% | 0.01% | 0.0% |
Q4 2018 | $1,156,000 | -12.4% | 24,802 | -0.1% | 0.01% | 0.0% |
Q3 2018 | $1,319,000 | +4.1% | 24,833 | +3.4% | 0.01% | 0.0% |
Q2 2018 | $1,267,000 | +5.7% | 24,011 | +9.9% | 0.01% | +20.0% |
Q1 2018 | $1,199,000 | +30.6% | 21,851 | +23.6% | 0.01% | +25.0% |
Q2 2017 | $918,000 | +27.1% | 17,682 | +13.6% | 0.00% | +33.3% |
Q4 2016 | $722,000 | +1.1% | 15,560 | +2.6% | 0.00% | 0.0% |
Q3 2016 | $714,000 | +15.7% | 15,168 | +10.0% | 0.00% | 0.0% |
Q2 2016 | $617,000 | +11.6% | 13,791 | +14.2% | 0.00% | 0.0% |
Q1 2016 | $553,000 | +7.0% | 12,073 | +8.7% | 0.00% | 0.0% |
Q4 2015 | $517,000 | +17.8% | 11,107 | +14.9% | 0.00% | +50.0% |
Q3 2015 | $439,000 | +5.3% | 9,669 | +18.4% | 0.00% | 0.0% |
Q2 2015 | $417,000 | +16.8% | 8,167 | +18.6% | 0.00% | +100.0% |
Q1 2015 | $357,000 | +19.4% | 6,885 | +14.3% | 0.00% | 0.0% |
Q4 2014 | $299,000 | +21.1% | 6,025 | +27.5% | 0.00% | 0.0% |
Q3 2014 | $247,000 | +12.3% | 4,725 | +17.3% | 0.00% | 0.0% |
Q1 2014 | $220,000 | – | 4,027 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 364,893 | $19,602,026 | 5.66% |
Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |