WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 124 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $423,696 | -3.9% | 8,763 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $440,999 | +1.5% | 8,815 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $434,271 | -17.6% | 8,733 | -22.0% | 0.00% | -25.0% |
| Q4 2022 | $527,002 | +54.5% | 11,203 | +32.0% | 0.00% | 0.0% |
| Q3 2022 | $341,000 | -11.7% | 8,488 | +0.0% | 0.00% | -20.0% |
| Q2 2022 | $386,000 | -13.1% | 8,487 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $444,000 | -6.7% | 8,411 | -4.5% | 0.01% | -16.7% |
| Q4 2021 | $476,000 | -13.3% | 8,805 | -15.2% | 0.01% | -14.3% |
| Q3 2021 | $549,000 | +17.8% | 10,384 | +21.5% | 0.01% | 0.0% |
| Q2 2021 | $466,000 | +4.3% | 8,548 | +0.6% | 0.01% | -22.2% |
| Q1 2021 | $447,000 | +5.4% | 8,499 | +1.4% | 0.01% | -10.0% |
| Q4 2020 | $424,000 | +13.7% | 8,379 | +2.1% | 0.01% | 0.0% |
| Q3 2020 | $373,000 | -2.9% | 8,209 | -5.5% | 0.01% | 0.0% |
| Q2 2020 | $384,000 | +37.6% | 8,684 | +23.1% | 0.01% | +11.1% |
| Q1 2020 | $279,000 | -27.3% | 7,054 | -2.1% | 0.01% | -10.0% |
| Q4 2019 | $384,000 | +2.7% | 7,202 | -4.6% | 0.01% | -9.1% |
| Q3 2019 | $374,000 | -2.9% | 7,552 | +0.2% | 0.01% | -8.3% |
| Q2 2019 | $385,000 | +1.6% | 7,535 | +0.7% | 0.01% | 0.0% |
| Q1 2019 | $379,000 | +8.6% | 7,485 | +0.2% | 0.01% | -14.3% |
| Q4 2018 | $349,000 | +6.4% | 7,468 | +21.7% | 0.01% | +27.3% |
| Q3 2018 | $328,000 | +47.1% | 6,135 | +50.0% | 0.01% | +10.0% |
| Q1 2018 | $223,000 | +8.8% | 4,090 | +10.1% | 0.01% | +11.1% |
| Q4 2017 | $205,000 | – | 3,715 | – | 0.01% | – |
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% |