WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 1 filers reported holding WISDOMTREE TR in Q4 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% | – |
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% |