WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 121 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,450 | -3.4% | 7,000 | 0.0% | 0.04% | -20.5% |
| Q2 2023 | $350,210 | +6.4% | 7,000 | 0.0% | 0.04% | -4.3% |
| Q4 2022 | $329,280 | +17.2% | 7,000 | 0.0% | 0.05% | +2.2% |
| Q3 2022 | $281,000 | -11.6% | 7,000 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $318,000 | -16.1% | 7,000 | 0.0% | 0.05% | -26.6% |
| Q4 2021 | $379,000 | +2.4% | 7,000 | 0.0% | 0.06% | -8.6% |
| Q3 2021 | $370,000 | -3.1% | 7,000 | +1732.5% | 0.07% | -1.4% |
| Q2 2021 | $382,000 | +3.8% | 382 | -94.5% | 0.07% | -1.4% |
| Q1 2021 | $368,000 | +4.0% | 7,000 | 0.0% | 0.07% | +10.8% |
| Q4 2020 | $354,000 | +11.3% | 7,000 | 0.0% | 0.06% | -1.5% |
| Q3 2020 | $318,000 | +2.6% | 7,000 | 0.0% | 0.07% | -2.9% |
| Q2 2020 | $310,000 | -30.5% | 7,000 | -38.1% | 0.07% | -39.3% |
| Q1 2020 | $446,000 | -26.2% | 11,300 | 0.0% | 0.11% | -16.4% |
| Q4 2019 | $604,000 | +7.5% | 11,300 | 0.0% | 0.13% | -2.2% |
| Q3 2019 | $562,000 | -2.4% | 11,300 | 0.0% | 0.14% | -9.9% |
| Q2 2019 | $576,000 | +0.7% | 11,300 | 0.0% | 0.15% | -2.6% |
| Q1 2019 | $572,000 | +8.5% | 11,300 | 0.0% | 0.16% | -3.7% |
| Q4 2018 | $527,000 | -35.2% | 11,300 | -26.1% | 0.16% | -40.9% |
| Q3 2018 | $813,000 | +0.7% | 15,300 | 0.0% | 0.27% | -13.8% |
| Q2 2018 | $807,000 | -3.8% | 15,300 | 0.0% | 0.32% | -7.0% |
| Q1 2018 | $839,000 | – | 15,300 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |