WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,224,312 | +40.5% | 66,687 | +45.4% | 0.09% | +70.6% |
| Q2 2023 | $2,295,205 | +15.9% | 45,877 | +15.2% | 0.05% | -3.8% |
| Q1 2023 | $1,980,965 | -2.1% | 39,835 | -7.4% | 0.05% | -7.0% |
| Q4 2022 | $2,023,778 | +9.5% | 43,023 | -6.5% | 0.06% | +1.8% |
| Q3 2022 | $1,848,000 | +7292.0% | 46,005 | +9101.0% | 0.06% | +5500.0% |
| Q4 2014 | $25,000 | -99.9% | 500 | 0.0% | 0.00% | -85.7% |
| Q2 2014 | $27,995,000 | – | 500 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 298,495 | $15,113,000 | 6.58% |
| MOLLER WEALTH PARTNERS | 144,574 | $7,320,000 | 3.03% |
| Thrive Capital Management, LLC | 49,939 | $2,528,000 | 2.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 819,605 | $41,497,000 | 2.24% |
| Falcon Wealth Planning | 78,878 | $3,994,000 | 2.24% |
| Syverson Strege & Co | 44,710 | $2,264,000 | 2.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 87,414 | $4,426,000 | 2.02% |
| M Holdings Securities, Inc. | 293,414 | $14,856,000 | 1.90% |
| Octavia Wealth Advisors, LLC | 80,637 | $4,083,000 | 1.32% |
| Pinnacle Wealth Planning Services, Inc. | 110,295 | $5,307,000 | 1.27% |