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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $85,000 | -2.3% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $87,000 | +2.4% | 1,610 | 0.0% | 0.01% | +18.2% |
| Q3 2021 | $85,000 | -3.4% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $88,000 | +3.5% | 1,610 | 0.0% | 0.01% | +120.0% |
| Q1 2021 | $85,000 | +3.7% | 1,610 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $82,000 | +12.3% | 1,610 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $73,000 | +2.8% | 1,610 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $71,000 | +10.9% | 1,610 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $64,000 | -25.6% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $86,000 | +7.5% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $80,000 | -2.4% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $82,000 | 0.0% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $82,000 | +9.3% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $75,000 | -12.8% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $86,000 | +1.2% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $85,000 | -3.4% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $88,000 | -2.2% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $90,000 | +2.3% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $88,000 | +4.8% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $84,000 | +5.0% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $80,000 | +6.7% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $75,000 | -1.3% | 1,610 | 0.0% | 0.01% | -16.7% |
| Q3 2016 | $76,000 | +5.6% | 1,610 | 0.0% | 0.01% | +20.0% |
| Q2 2016 | $72,000 | -2.7% | 1,610 | 0.0% | 0.01% | -16.7% |
| Q1 2016 | $74,000 | -1.3% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $75,000 | +2.7% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $73,000 | -11.0% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $82,000 | -1.2% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $83,000 | +3.8% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $80,000 | -4.8% | 1,610 | 0.0% | 0.01% | -14.3% |
| Q3 2014 | $84,000 | -6.7% | 1,610 | 0.0% | 0.01% | -12.5% |
| Q2 2014 | $90,000 | +2.3% | 1,610 | 0.0% | 0.01% | +14.3% |
| Q1 2014 | $88,000 | 0.0% | 1,610 | 0.0% | 0.01% | -12.5% |
| Q4 2013 | $88,000 | +6.0% | 1,610 | 0.0% | 0.01% | -20.0% |
| Q3 2013 | $83,000 | – | 1,610 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |