WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 128 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $161 | -1.8% | 3 | 0.0% | 0.00% | – |
| Q1 2024 | $164 | +3.8% | 3 | 0.0% | 0.00% | – |
| Q4 2023 | $158 | -34.7% | 3 | -40.0% | 0.00% | – |
| 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, LLC | 364,893 | $19,602,026 | 5.66% |
| Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
| LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
| Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
| MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
| Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
| Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
| TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
| Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
| PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |