WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 124 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,540,834 | -4.2% | 93,916 | -0.9% | 0.01% | 0.0% |
| Q2 2023 | $4,739,330 | -30.0% | 94,730 | -30.4% | 0.01% | -38.5% |
| Q1 2023 | $6,769,895 | +8.1% | 136,133 | +2.2% | 0.01% | 0.0% |
| Q4 2022 | $6,265,358 | +31.8% | 133,192 | +12.5% | 0.01% | +18.2% |
| Q3 2022 | $4,753,000 | -3.5% | 118,385 | +9.2% | 0.01% | 0.0% |
| Q2 2022 | $4,925,000 | -9.6% | 108,395 | +5.0% | 0.01% | +10.0% |
| Q1 2022 | $5,447,000 | -2.7% | 103,259 | -0.2% | 0.01% | 0.0% |
| Q4 2021 | $5,596,000 | +8.3% | 103,483 | +5.9% | 0.01% | 0.0% |
| Q3 2021 | $5,166,000 | -8.5% | 97,708 | -5.7% | 0.01% | -16.7% |
| Q2 2021 | $5,646,000 | +15.0% | 103,583 | +11.0% | 0.01% | +9.1% |
| Q1 2021 | $4,908,000 | -26.6% | 93,329 | -29.3% | 0.01% | -35.3% |
| Q4 2020 | $6,688,000 | -23.1% | 132,086 | -30.9% | 0.02% | -32.0% |
| Q3 2020 | $8,695,000 | +0.1% | 191,205 | -2.6% | 0.02% | -10.7% |
| Q2 2020 | $8,687,000 | +8.9% | 196,232 | -2.8% | 0.03% | -20.0% |
| Q1 2020 | $7,974,000 | -41.6% | 201,919 | -21.0% | 0.04% | -20.5% |
| Q4 2019 | $13,663,000 | +7.8% | 255,484 | +0.2% | 0.04% | -4.3% |
| Q3 2019 | $12,671,000 | -8.2% | 254,854 | -5.8% | 0.05% | -13.2% |
| Q2 2019 | $13,801,000 | +3.6% | 270,556 | +2.9% | 0.05% | -3.6% |
| Q1 2019 | $13,318,000 | +19.4% | 263,036 | +9.9% | 0.06% | -6.8% |
| Q4 2018 | $11,153,000 | +10.0% | 239,328 | +25.5% | 0.06% | +28.3% |
| Q3 2018 | $10,135,000 | +5.3% | 190,749 | +4.6% | 0.05% | -6.1% |
| Q2 2018 | $9,621,000 | +3.4% | 182,380 | +7.6% | 0.05% | -7.5% |
| Q1 2018 | $9,303,000 | +12.8% | 169,569 | +14.7% | 0.05% | +1.9% |
| Q4 2017 | $8,248,000 | +7.1% | 147,871 | +4.6% | 0.05% | +6.1% |
| Q3 2017 | $7,699,000 | +10.6% | 141,370 | +5.5% | 0.05% | +2.1% |
| Q2 2017 | $6,958,000 | +13.5% | 134,060 | +8.7% | 0.05% | +2.1% |
| Q1 2017 | $6,132,000 | +14.1% | 123,314 | +6.4% | 0.05% | +4.4% |
| Q4 2016 | $5,376,000 | +18.4% | 115,855 | +20.1% | 0.04% | +12.5% |
| Q3 2016 | $4,539,000 | +41.0% | 96,427 | +34.0% | 0.04% | +29.0% |
| Q2 2016 | $3,219,000 | +94.4% | 71,940 | +98.9% | 0.03% | +63.2% |
| Q1 2016 | $1,656,000 | -40.6% | 36,172 | -39.6% | 0.02% | -42.4% |
| Q4 2015 | $2,790,000 | +88.9% | 59,900 | +84.2% | 0.03% | +32.0% |
| Q3 2015 | $1,477,000 | +25.6% | 32,511 | +27.3% | 0.02% | -26.5% |
| Q2 2013 | $1,176,000 | – | 25,548 | – | 0.03% | – |
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% |