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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $236,000 | -11.9% | 4,360 | -13.9% | 0.01% | -12.5% |
Q3 2021 | $268,000 | -35.3% | 5,062 | -33.4% | 0.01% | -33.3% |
Q2 2021 | $414,000 | -38.9% | 7,595 | -41.1% | 0.01% | -45.5% |
Q1 2021 | $678,000 | +2.6% | 12,900 | -1.2% | 0.02% | 0.0% |
Q4 2020 | $661,000 | +19.3% | 13,062 | +7.3% | 0.02% | 0.0% |
Q3 2020 | $554,000 | +6.7% | 12,172 | +3.8% | 0.02% | -4.3% |
Q2 2020 | $519,000 | +36.9% | 11,731 | +22.3% | 0.02% | 0.0% |
Q1 2020 | $379,000 | -4.1% | 9,591 | +29.9% | 0.02% | +35.3% |
Q4 2019 | $395,000 | +8.2% | 7,385 | +0.6% | 0.02% | -5.6% |
Q3 2019 | $365,000 | -1.1% | 7,338 | +1.4% | 0.02% | -5.3% |
Q2 2019 | $369,000 | +0.5% | 7,238 | -0.2% | 0.02% | -9.5% |
Q1 2019 | $367,000 | +8.9% | 7,255 | +0.3% | 0.02% | -16.0% |
Q4 2018 | $337,000 | -5.1% | 7,232 | +8.2% | 0.02% | +19.0% |
Q3 2018 | $355,000 | +4.1% | 6,686 | +3.6% | 0.02% | -8.7% |
Q2 2018 | $341,000 | -2.6% | 6,455 | +1.2% | 0.02% | -11.5% |
Q1 2018 | $350,000 | -3.3% | 6,378 | -1.8% | 0.03% | -7.1% |
Q4 2017 | $362,000 | +2.8% | 6,498 | +0.6% | 0.03% | -3.4% |
Q3 2017 | $352,000 | +24.8% | 6,462 | +18.9% | 0.03% | +11.5% |
Q2 2017 | $282,000 | +11.0% | 5,436 | +6.5% | 0.03% | +4.0% |
Q1 2017 | $254,000 | +23.3% | 5,105 | +15.2% | 0.02% | +8.7% |
Q4 2016 | $206,000 | -29.0% | 4,431 | -28.7% | 0.02% | -43.9% |
Q4 2015 | $290,000 | – | 6,218 | – | 0.04% | – |
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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% |