WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 117 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,295,893 | +127.7% | 171,580 | +135.6% | 0.18% | +135.9% |
| Q2 2023 | $3,643,334 | +225.5% | 72,823 | +223.6% | 0.08% | +254.5% |
| Q1 2023 | $1,119,223 | -54.2% | 22,506 | -56.7% | 0.02% | -68.1% |
| Q4 2022 | $2,443,398 | +580.6% | 51,943 | +480.2% | 0.07% | +527.3% |
| Q3 2022 | $359,000 | -57.9% | 8,953 | -52.3% | 0.01% | -54.2% |
| Q2 2022 | $853,000 | -93.0% | 18,777 | -91.9% | 0.02% | -93.0% |
| Q1 2022 | $12,189,000 | +393.3% | 231,068 | +405.7% | 0.34% | +235.3% |
| Q4 2021 | $2,471,000 | +30.2% | 45,692 | +27.3% | 0.10% | +32.5% |
| Q3 2021 | $1,898,000 | -3.0% | 35,893 | 0.0% | 0.08% | +16.7% |
| Q2 2021 | $1,957,000 | +193.0% | 35,893 | +194.7% | 0.07% | -25.0% |
| Q1 2018 | $668,000 | +63.7% | 12,178 | +62.7% | 0.09% | +417.6% |
| Q3 2017 | $408,000 | -26.2% | 7,486 | -32.7% | 0.02% | -48.5% |
| Q2 2017 | $553,000 | 0.0% | 11,117 | 0.0% | 0.03% | -45.9% |
| Q1 2017 | $553,000 | -83.4% | 11,117 | -84.3% | 0.06% | -72.1% |
| Q3 2016 | $3,336,000 | +1158.9% | 70,872 | +1097.4% | 0.22% | +995.0% |
| Q2 2016 | $265,000 | +4.3% | 5,919 | +6.8% | 0.02% | -16.7% |
| Q1 2016 | $254,000 | +23.9% | 5,543 | +26.2% | 0.02% | -7.7% |
| Q4 2015 | $205,000 | – | 4,391 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |