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 | $242 | -39.5% | 5 | -37.5% | 0.00% | – |
| Q2 2023 | $400 | – | 8 | +700.0% | 0.00% | – |
| Q1 2023 | $0 | – | 1 | -87.5% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 8 | -99.7% | 0.00% | -100.0% |
| Q4 2016 | $121,000 | -9.7% | 2,600 | -9.4% | 0.01% | -40.9% |
| Q4 2015 | $134,000 | +204.5% | 2,871 | +195.7% | 0.02% | +450.0% |
| Q3 2015 | $44,000 | +2100.0% | 971 | +3032.3% | 0.00% | – |
| Q1 2015 | $2,000 | -96.9% | 31 | -97.6% | 0.00% | -100.0% |
| Q4 2014 | $64,000 | +2033.3% | 1,289 | +2530.6% | 0.01% | – |
| Q3 2014 | $3,000 | -96.5% | 49 | -96.8% | 0.00% | -100.0% |
| Q2 2014 | $85,000 | +400.0% | 1,525 | +396.7% | 0.01% | +266.7% |
| Q4 2013 | $17,000 | – | 307 | – | 0.00% | – |
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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% |