WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 2023. 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, INC. | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |