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 | ||||
|---|---|---|---|---|---|---|
| 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, 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% |