WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 1 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,511,299 | -2.6% | 51,940 | +0.8% | 0.26% | -1.1% |
| Q2 2023 | $2,579,047 | +1.1% | 51,550 | +0.5% | 0.27% | -11.3% |
| Q1 2023 | $2,551,398 | +10.1% | 51,305 | +4.1% | 0.30% | +4.5% |
| Q4 2022 | $2,317,237 | +20.3% | 49,261 | +2.7% | 0.29% | +19.9% |
| Q3 2022 | $1,926,000 | -8.2% | 47,981 | +3.9% | 0.24% | -10.4% |
| Q2 2022 | $2,099,000 | -11.5% | 46,191 | +2.8% | 0.27% | +7.2% |
| Q1 2022 | $2,371,000 | +39.6% | 44,946 | +43.1% | 0.25% | +39.4% |
| Q4 2021 | $1,698,000 | +61.1% | 31,400 | +57.5% | 0.18% | +46.3% |
| Q3 2021 | $1,054,000 | +7.0% | 19,935 | +10.3% | 0.12% | +5.1% |
| Q2 2021 | $985,000 | +16.4% | 18,075 | +12.4% | 0.12% | +5.4% |
| Q1 2021 | $846,000 | +23.9% | 16,080 | +19.2% | 0.11% | +15.6% |
| Q4 2020 | $683,000 | +175.4% | 13,485 | +147.7% | 0.10% | +140.0% |
| Q3 2020 | $248,000 | +69.9% | 5,445 | +64.8% | 0.04% | +60.0% |
| Q2 2020 | $146,000 | -95.4% | 3,305 | -94.6% | 0.02% | -97.8% |
| Q3 2014 | $3,185,000 | -12.6% | 60,950 | -6.3% | 1.13% | -13.2% |
| Q2 2014 | $3,643,000 | -0.9% | 65,060 | -3.3% | 1.31% | -11.8% |
| Q1 2014 | $3,677,000 | +88.5% | 67,251 | +87.8% | 1.48% | +56.8% |
| Q4 2013 | $1,951,000 | -4.7% | 35,816 | -9.6% | 0.94% | -4.0% |
| Q3 2013 | $2,047,000 | +7.2% | 39,601 | -4.6% | 0.98% | +4.1% |
| Q2 2013 | $1,910,000 | – | 41,506 | – | 0.94% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |