WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 116 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,493 | -3.4% | 1,065 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $53,282 | +0.6% | 1,065 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $52,962 | +105824.0% | 1,065 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $50 | -99.9% | 1,065 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $43,000 | -10.4% | 1,065 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $48,000 | -14.3% | 1,065 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $56,000 | -3.4% | 1,065 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $58,000 | +3.6% | 1,065 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $56,000 | -3.4% | 1,065 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $58,000 | +3.6% | 1,065 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $56,000 | +3.7% | 1,065 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $54,000 | +12.5% | 1,065 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $48,000 | +2.1% | 1,065 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $47,000 | -9.6% | 1,065 | -18.8% | 0.00% | 0.0% |
| Q1 2020 | $52,000 | -25.7% | 1,312 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $70,000 | 0.0% | 1,312 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $70,000 | -17.6% | 1,312 | -28.1% | 0.00% | -50.0% |
| Q4 2016 | $85,000 | – | 1,824 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 342,399 | $18,517,000 | 6.61% |
| Thrive Capital Management, LLC | 84,741 | $4,583,000 | 2.98% |
| MOLLER WEALTH PARTNERS | 139,594 | $7,549,000 | 2.41% |
| Pinnacle Wealth Planning Services, Inc. | 206,391 | $11,162,000 | 2.18% |
| Falcon Wealth Planning | 119,386 | $6,456,000 | 2.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 836,155 | $45,220,000 | 2.03% |
| Smallwood Wealth Investment Management, LLC | 39,220 | $2,121,000 | 1.97% |
| Octavia Wealth Advisors, LLC | 130,426 | $7,053,000 | 1.52% |
| Coulter & Justus Financial Services, LLC | 34,472 | $1,864,000 | 1.46% |
| Key FInancial Inc | 39,516 | $2,137,000 | 1.07% |