WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 58 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,676,537 | +562.1% | 34,675 | +585.1% | 0.00% | – |
Q2 2023 | $253,202 | -81.7% | 5,061 | -80.2% | 0.00% | – |
Q4 2021 | $1,386,000 | -53.3% | 25,622 | -54.3% | 0.00% | – |
Q3 2021 | $2,965,000 | +400.8% | 56,083 | +379.5% | 0.00% | – |
Q4 2020 | $592,000 | +24.1% | 11,696 | +11.4% | 0.00% | – |
Q3 2020 | $477,000 | -51.4% | 10,498 | -52.7% | 0.00% | – |
Q2 2020 | $982,000 | -23.3% | 22,175 | -31.6% | 0.00% | – |
Q1 2020 | $1,280,000 | +57.1% | 32,429 | +112.7% | 0.00% | – |
Q4 2019 | $815,000 | +22.4% | 15,247 | +13.8% | 0.00% | – |
Q3 2019 | $666,000 | +166.4% | 13,399 | +178.3% | 0.00% | – |
Q2 2017 | $250,000 | -63.3% | 4,815 | -64.8% | 0.00% | – |
Q1 2017 | $681,000 | -54.4% | 13,691 | -57.4% | 0.00% | -100.0% |
Q4 2016 | $1,492,000 | +4.8% | 32,145 | +1.0% | 0.00% | 0.0% |
Q2 2016 | $1,424,000 | -33.1% | 31,816 | -31.6% | 0.00% | 0.0% |
Q1 2016 | $2,129,000 | -27.4% | 46,486 | -26.1% | 0.00% | 0.0% |
Q4 2015 | $2,931,000 | -11.5% | 62,915 | -13.7% | 0.00% | 0.0% |
Q3 2015 | $3,313,000 | -28.2% | 72,941 | -19.3% | 0.00% | -50.0% |
Q2 2015 | $4,613,000 | +1120.4% | 90,378 | +1138.4% | 0.00% | – |
Q1 2015 | $378,000 | -68.8% | 7,298 | -67.1% | 0.00% | -100.0% |
Q1 2014 | $1,212,000 | +156.2% | 22,167 | +154.9% | 0.00% | – |
Q4 2013 | $473,000 | -68.1% | 8,698 | -73.0% | 0.00% | -100.0% |
Q2 2013 | $1,484,000 | – | 32,251 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 316,358 | $16,774,000 | 6.45% |
MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |