WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 130 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 316,358 | $16,774,000 | 6.45% |
| MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
| Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
| Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
| Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
| Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
| Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
| OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |