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 | $4,777 | +135.1% | 98,794 | +143.3% | 0.22% | +154.5% |
| Q2 2023 | $2,032 | -61.5% | 40,609 | -63.8% | 0.09% | -66.9% |
| Q4 2022 | $5,280 | -99.0% | 112,247 | +718.7% | 0.27% | +786.7% |
| Q3 2022 | $550,000 | 0.0% | 13,710 | +13.2% | 0.03% | +3.4% |
| Q2 2022 | $550,000 | -73.7% | 12,111 | -68.6% | 0.03% | -48.2% |
| Q4 2021 | $2,088,000 | +664.8% | 38,606 | +615.6% | 0.06% | +194.7% |
| Q4 2020 | $273,000 | -53.6% | 5,395 | -58.2% | 0.02% | -56.8% |
| Q3 2020 | $588,000 | -30.2% | 12,922 | -32.0% | 0.04% | -34.3% |
| Q2 2020 | $842,000 | +157.5% | 19,014 | +129.7% | 0.07% | +272.2% |
| Q1 2020 | $327,000 | -51.6% | 8,278 | -34.4% | 0.02% | -68.4% |
| Q4 2019 | $675,000 | -52.3% | 12,621 | -55.6% | 0.06% | -42.4% |
| Q3 2019 | $1,414,000 | +67.1% | 28,430 | +70.2% | 0.10% | +106.2% |
| Q1 2019 | $846,000 | +114.2% | 16,703 | +123.1% | 0.05% | +26.3% |
| Q2 2018 | $395,000 | -60.6% | 7,486 | -59.1% | 0.04% | -51.3% |
| Q1 2018 | $1,003,000 | +332.3% | 18,281 | +328.5% | 0.08% | +212.0% |
| Q3 2017 | $232,000 | +9.4% | 4,266 | +0.2% | 0.02% | +38.9% |
| Q1 2017 | $212,000 | -85.3% | 4,257 | -86.3% | 0.02% | -79.5% |
| Q4 2016 | $1,440,000 | +49.8% | 31,030 | +52.0% | 0.09% | -1.1% |
| Q3 2016 | $961,000 | +3459.3% | 20,416 | +3302.7% | 0.09% | +4350.0% |
| Q2 2016 | $27,000 | – | 600 | – | 0.00% | – |
Download | ||||||
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% |