WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $627,631 | -16.3% | 12,981 | -13.4% | 0.01% | -14.3% |
| Q2 2023 | $749,951 | +124.9% | 14,990 | +123.6% | 0.01% | +7.7% |
| Q1 2023 | $333,440 | +5.7% | 6,705 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $315,403 | -16.3% | 6,705 | -19.1% | 0.01% | -27.8% |
| Q2 2022 | $377,000 | -6.7% | 8,291 | +8.3% | 0.02% | 0.0% |
| Q1 2022 | $404,000 | -2.4% | 7,656 | 0.0% | 0.02% | +12.5% |
| Q4 2021 | $414,000 | +5.3% | 7,656 | +3.0% | 0.02% | -20.0% |
| Q3 2021 | $393,000 | +5.9% | 7,431 | +9.1% | 0.02% | 0.0% |
| Q2 2021 | $371,000 | +3.6% | 6,813 | 0.0% | 0.02% | -13.0% |
| Q1 2021 | $358,000 | +21.8% | 6,813 | +17.2% | 0.02% | 0.0% |
| Q4 2020 | $294,000 | – | 5,813 | – | 0.02% | – |
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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% |