WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 127 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |