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 | $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, INC. | 298,495 | $15,113,000 | 6.58% |
| MOLLER WEALTH PARTNERS | 144,574 | $7,320,000 | 3.03% |
| Thrive Capital Management, LLC | 49,939 | $2,528,000 | 2.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 819,605 | $41,497,000 | 2.24% |
| Falcon Wealth Planning | 78,878 | $3,994,000 | 2.24% |
| Syverson Strege & Co | 44,710 | $2,264,000 | 2.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 87,414 | $4,426,000 | 2.02% |
| M Holdings Securities, Inc. | 293,414 | $14,856,000 | 1.90% |
| Octavia Wealth Advisors, LLC | 80,637 | $4,083,000 | 1.32% |
| Pinnacle Wealth Planning Services, Inc. | 110,295 | $5,307,000 | 1.27% |