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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,324,000 | -13.4% | 27,475 | -9.7% | 0.00% | -33.3% |
| Q2 2023 | $1,528,000 | +7.8% | 30,429 | +5.9% | 0.00% | 0.0% |
| Q1 2023 | $1,418,000 | -29.0% | 28,728 | -32.5% | 0.00% | -40.0% |
| Q4 2022 | $1,997,000 | +128.8% | 42,529 | +96.2% | 0.01% | +150.0% |
| Q3 2022 | $873,000 | -13.0% | 21,677 | -2.2% | 0.00% | -33.3% |
| Q2 2022 | $1,003,000 | -13.8% | 22,164 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $1,164,000 | +0.3% | 22,034 | +2.7% | 0.00% | 0.0% |
| Q4 2021 | $1,161,000 | +48.3% | 21,458 | +45.0% | 0.00% | +50.0% |
| Q3 2021 | $783,000 | -27.2% | 14,802 | -25.0% | 0.00% | -33.3% |
| Q2 2021 | $1,076,000 | +52.6% | 19,723 | +46.5% | 0.00% | +50.0% |
| Q1 2021 | $705,000 | -0.8% | 13,463 | -14.1% | 0.00% | -33.3% |
| Q3 2020 | $711,000 | +0.4% | 15,676 | -2.9% | 0.00% | -25.0% |
| Q2 2020 | $708,000 | -11.6% | 16,138 | -20.7% | 0.00% | -20.0% |
| Q1 2020 | $801,000 | -43.5% | 20,347 | -23.3% | 0.01% | -37.5% |
| Q4 2019 | $1,418,000 | +3.4% | 26,520 | -4.1% | 0.01% | +14.3% |
| Q3 2019 | $1,371,000 | -4.8% | 27,653 | -2.2% | 0.01% | -22.2% |
| Q2 2019 | $1,440,000 | -0.1% | 28,280 | -0.8% | 0.01% | -10.0% |
| Q1 2019 | $1,442,000 | +8.3% | 28,497 | -0.2% | 0.01% | 0.0% |
| Q4 2018 | $1,331,000 | -48.8% | 28,555 | -41.6% | 0.01% | -47.4% |
| Q3 2018 | $2,598,000 | -12.5% | 48,888 | -13.1% | 0.02% | -17.4% |
| Q2 2018 | $2,969,000 | -0.3% | 56,235 | +3.8% | 0.02% | -8.0% |
| Q1 2018 | $2,977,000 | +4.2% | 54,194 | +6.0% | 0.02% | +8.7% |
| Q4 2017 | $2,857,000 | +30.3% | 51,117 | +26.9% | 0.02% | +21.1% |
| Q3 2017 | $2,192,000 | +89.9% | 40,275 | +80.4% | 0.02% | +90.0% |
| Q2 2017 | $1,154,000 | +9.5% | 22,322 | +4.8% | 0.01% | 0.0% |
| Q1 2017 | $1,054,000 | +11.1% | 21,309 | +4.1% | 0.01% | 0.0% |
| Q4 2016 | $949,000 | -18.5% | 20,460 | -17.4% | 0.01% | -23.1% |
| Q3 2016 | $1,165,000 | +43.1% | 24,764 | +36.3% | 0.01% | +30.0% |
| Q2 2016 | $814,000 | +58.7% | 18,169 | +62.9% | 0.01% | +400.0% |
| Q1 2016 | $513,000 | +112.9% | 11,155 | +116.7% | 0.00% | -33.3% |
| Q4 2015 | $241,000 | – | 5,148 | – | 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% |