WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 55 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,350,198 | -14.2% | 25,134 | -12.5% | 0.00% | -50.0% |
Q1 2024 | $1,573,363 | +4.4% | 28,711 | 0.0% | 0.00% | -33.3% |
Q4 2023 | $1,507,615 | -4.0% | 28,711 | -11.6% | 0.00% | +50.0% |
Q3 2023 | $1,570,166 | -5.8% | 32,475 | -2.5% | 0.00% | 0.0% |
Q2 2023 | $1,665,999 | -14.9% | 33,300 | -15.5% | 0.00% | -33.3% |
Q1 2023 | $1,958,765 | +4.1% | 39,388 | -1.5% | 0.00% | 0.0% |
Q4 2022 | $1,881,835 | +20.9% | 40,005 | +3.2% | 0.00% | 0.0% |
Q3 2022 | $1,557,000 | -13.2% | 38,779 | -1.8% | 0.00% | 0.0% |
Q2 2022 | $1,794,000 | -36.7% | 39,477 | -26.5% | 0.00% | -25.0% |
Q1 2022 | $2,833,000 | +6.4% | 53,712 | +9.1% | 0.00% | 0.0% |
Q4 2021 | $2,662,000 | +2.7% | 49,214 | +0.4% | 0.00% | -20.0% |
Q3 2021 | $2,591,000 | +45.0% | 48,998 | +49.4% | 0.01% | +66.7% |
Q2 2021 | $1,787,000 | -31.2% | 32,788 | -33.6% | 0.00% | -40.0% |
Q1 2021 | $2,596,000 | +3.0% | 49,376 | -0.9% | 0.01% | -16.7% |
Q4 2020 | $2,521,000 | +5.3% | 49,800 | -5.4% | 0.01% | 0.0% |
Q3 2020 | $2,393,000 | -26.8% | 52,636 | -28.8% | 0.01% | -33.3% |
Q2 2020 | $3,271,000 | +28.0% | 73,886 | +14.2% | 0.01% | 0.0% |
Q1 2020 | $2,555,000 | +982.6% | 64,692 | +1368.3% | 0.01% | +800.0% |
Q4 2019 | $236,000 | +2.6% | 4,406 | -4.7% | 0.00% | 0.0% |
Q3 2019 | $230,000 | +0.4% | 4,621 | +2.7% | 0.00% | 0.0% |
Q2 2019 | $229,000 | -1.7% | 4,499 | -2.4% | 0.00% | 0.0% |
Q1 2019 | $233,000 | -0.4% | 4,608 | -8.4% | 0.00% | 0.0% |
Q4 2018 | $234,000 | -37.4% | 5,030 | -28.6% | 0.00% | 0.0% |
Q3 2018 | $374,000 | -37.8% | 7,048 | -38.1% | 0.00% | -50.0% |
Q2 2018 | $601,000 | +136.6% | 11,384 | +146.3% | 0.00% | +100.0% |
Q1 2018 | $254,000 | -5.2% | 4,622 | -3.8% | 0.00% | 0.0% |
Q4 2017 | $268,000 | +2.7% | 4,805 | +0.1% | 0.00% | 0.0% |
Q3 2017 | $261,000 | -5.8% | 4,798 | -10.0% | 0.00% | 0.0% |
Q2 2017 | $277,000 | +27.1% | 5,333 | +21.6% | 0.00% | 0.0% |
Q1 2017 | $218,000 | +7.4% | 4,384 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $203,000 | -24.5% | 4,384 | -23.2% | 0.00% | -50.0% |
Q3 2016 | $269,000 | +13.0% | 5,708 | +7.4% | 0.00% | 0.0% |
Q2 2016 | $238,000 | -39.1% | 5,313 | -37.7% | 0.00% | -33.3% |
Q1 2016 | $391,000 | -0.3% | 8,534 | +1.3% | 0.00% | 0.0% |
Q4 2015 | $392,000 | -1.3% | 8,421 | -3.6% | 0.00% | -25.0% |
Q3 2015 | $397,000 | -19.0% | 8,731 | -7.8% | 0.00% | -20.0% |
Q1 2015 | $490,000 | -5.8% | 9,466 | -9.7% | 0.01% | 0.0% |
Q4 2014 | $520,000 | +13.5% | 10,482 | +19.6% | 0.01% | 0.0% |
Q3 2014 | $458,000 | +5.5% | 8,764 | +13.1% | 0.01% | -16.7% |
Q2 2014 | $434,000 | +1.2% | 7,747 | -1.3% | 0.01% | 0.0% |
Q1 2014 | $429,000 | -6.9% | 7,850 | -7.3% | 0.01% | -25.0% |
Q4 2013 | $461,000 | +7.0% | 8,466 | +1.6% | 0.01% | -11.1% |
Q3 2013 | $431,000 | +31.8% | 8,330 | +17.3% | 0.01% | +12.5% |
Q2 2013 | $327,000 | – | 7,100 | – | 0.01% | – |
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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% |