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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,719 | -86.8% | 4,958 | -86.3% | 0.00% | – |
| Q2 2023 | $1,814,088 | +62.3% | 36,260 | +61.3% | 0.00% | – |
| Q1 2023 | $1,117,632 | -7.8% | 22,474 | -12.8% | 0.00% | – |
| Q4 2022 | $1,212,503 | +60.6% | 25,776 | +37.1% | 0.00% | – |
| Q3 2022 | $755,000 | -76.4% | 18,807 | -73.3% | 0.00% | -100.0% |
| Q2 2022 | $3,203,000 | -48.9% | 70,485 | -39.1% | 0.00% | 0.0% |
| Q4 2021 | $6,262,000 | +182.7% | 115,796 | +185.0% | 0.00% | – |
| Q2 2021 | $2,215,000 | +242.3% | 40,634 | +230.2% | 0.00% | – |
| Q1 2021 | $647,000 | -74.4% | 12,307 | -75.4% | 0.00% | -100.0% |
| Q4 2020 | $2,529,000 | +42.8% | 49,944 | +28.2% | 0.00% | 0.0% |
| Q3 2020 | $1,771,000 | -43.7% | 38,953 | -51.1% | 0.00% | 0.0% |
| Q1 2020 | $3,147,000 | -10.1% | 79,689 | +21.7% | 0.00% | -50.0% |
| Q4 2019 | $3,501,000 | +251.5% | 65,469 | +226.8% | 0.00% | – |
| Q3 2019 | $996,000 | -52.5% | 20,033 | -51.3% | 0.00% | -100.0% |
| Q2 2019 | $2,096,000 | -41.3% | 41,094 | -41.8% | 0.00% | -50.0% |
| Q1 2019 | $3,572,000 | +410.3% | 70,557 | +435.3% | 0.00% | – |
| Q3 2018 | $700,000 | -43.4% | 13,182 | -41.6% | 0.00% | -100.0% |
| Q1 2018 | $1,237,000 | -78.7% | 22,555 | -78.3% | 0.00% | -75.0% |
| Q4 2017 | $5,808,000 | +169.1% | 104,126 | +162.7% | 0.00% | +100.0% |
| Q3 2017 | $2,158,000 | +199.7% | 39,630 | +185.8% | 0.00% | +100.0% |
| Q2 2017 | $720,000 | -81.0% | 13,865 | -81.8% | 0.00% | -66.7% |
| Q1 2017 | $3,796,000 | +68.9% | 76,338 | +57.5% | 0.00% | +50.0% |
| Q4 2016 | $2,248,000 | +351.4% | 48,455 | +357.6% | 0.00% | +100.0% |
| Q3 2016 | $498,000 | -41.2% | 10,588 | -41.8% | 0.00% | 0.0% |
| Q4 2015 | $847,000 | -69.6% | 18,189 | -70.3% | 0.00% | -66.7% |
| Q3 2015 | $2,782,000 | – | 61,241 | – | 0.00% | – |
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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% |