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 | $5,867,466 | -3.4% | 121,354 | 0.0% | 1.86% | +0.5% |
| Q2 2023 | $6,071,341 | -4.5% | 121,354 | -5.1% | 1.86% | -5.4% |
| Q1 2023 | $6,356,389 | +4.8% | 127,818 | -0.9% | 1.96% | +0.6% |
| Q4 2022 | $6,066,702 | +0.2% | 128,969 | -14.5% | 1.95% | -10.6% |
| Q3 2022 | $6,055,000 | -14.9% | 150,804 | -3.7% | 2.18% | -9.6% |
| Q2 2022 | $7,113,000 | -14.0% | 156,528 | -0.2% | 2.41% | -6.2% |
| Q1 2022 | $8,271,000 | +9.6% | 156,804 | +12.3% | 2.57% | +6.8% |
| Q4 2021 | $7,549,000 | -10.2% | 139,594 | -12.2% | 2.41% | -13.3% |
| Q3 2021 | $8,403,000 | -3.1% | 158,938 | -0.1% | 2.78% | -2.5% |
| Q2 2021 | $8,670,000 | +1.8% | 159,056 | -1.8% | 2.85% | -4.1% |
| Q1 2021 | $8,515,000 | +16.3% | 161,926 | +12.0% | 2.97% | -1.9% |
| Q4 2020 | $7,320,000 | -0.7% | 144,574 | -10.8% | 3.03% | -8.4% |
| Q3 2020 | $7,370,000 | -10.3% | 162,085 | -12.7% | 3.30% | -8.1% |
| Q2 2020 | $8,219,000 | +144.2% | 185,658 | +117.8% | 3.59% | +106.3% |
| Q1 2020 | $3,366,000 | -32.3% | 85,238 | -8.4% | 1.74% | -20.9% |
| Q4 2019 | $4,974,000 | +5.9% | 93,011 | -1.5% | 2.20% | -3.0% |
| Q3 2019 | $4,696,000 | -2.2% | 94,439 | +0.3% | 2.27% | -7.7% |
| Q2 2019 | $4,802,000 | +0.6% | 94,139 | -0.1% | 2.46% | +15.1% |
| Q1 2019 | $4,771,000 | +3.6% | 94,239 | -1.4% | 2.14% | -28.8% |
| Q4 2018 | $4,603,000 | +7.6% | 95,537 | +18.7% | 3.00% | +60.4% |
| Q3 2018 | $4,277,000 | +0.7% | 80,500 | -0.1% | 1.87% | +13.5% |
| Q2 2018 | $4,249,000 | -3.9% | 80,553 | -0.1% | 1.65% | -13.9% |
| Q1 2018 | $4,422,000 | -2.0% | 80,606 | -0.4% | 1.92% | +11.6% |
| Q4 2017 | $4,512,000 | +2.4% | 80,894 | -0.1% | 1.72% | +1.8% |
| Q3 2017 | $4,408,000 | +4.5% | 80,944 | -0.4% | 1.69% | -5.0% |
| Q2 2017 | $4,217,000 | +4.2% | 81,259 | -0.1% | 1.78% | +0.3% |
| Q1 2017 | $4,046,000 | +7.2% | 81,359 | 0.0% | 1.77% | -5.0% |
| Q4 2016 | $3,775,000 | -1.4% | 81,359 | 0.0% | 1.86% | +5.8% |
| Q3 2016 | $3,830,000 | +4.7% | 81,359 | -0.5% | 1.76% | -1.7% |
| Q2 2016 | $3,659,000 | -77.0% | 81,768 | -55.8% | 1.79% | -80.8% |
| Q1 2016 | $15,910,000 | +316.8% | 185,189 | +126.1% | 9.34% | +343.9% |
| Q4 2015 | $3,817,000 | +7.0% | 81,921 | +4.3% | 2.10% | -36.4% |
| Q3 2015 | $3,568,000 | -13.5% | 78,559 | -2.8% | 3.31% | +76.6% |
| Q2 2015 | $4,123,000 | -1.7% | 80,783 | -0.3% | 1.87% | -3.4% |
| Q1 2015 | $4,195,000 | +4.5% | 80,988 | 0.0% | 1.94% | -2.5% |
| Q4 2014 | $4,016,000 | -8.0% | 80,988 | -4.1% | 1.99% | -3.5% |
| Q3 2014 | $4,363,000 | -11.7% | 84,420 | -4.3% | 2.06% | -8.4% |
| Q2 2014 | $4,941,000 | -14.4% | 88,252 | -16.4% | 2.24% | -23.8% |
| Q1 2014 | $5,775,000 | -0.4% | 105,625 | -0.8% | 2.95% | -5.3% |
| Q4 2013 | $5,799,000 | -0.2% | 106,482 | -5.3% | 3.11% | -14.8% |
| Q3 2013 | $5,813,000 | +7.5% | 112,421 | -4.3% | 3.65% | -7.5% |
| Q2 2013 | $5,405,000 | – | 117,443 | – | 3.95% | – |
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% |