WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 123 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $499,406 | -4.7% | 9,296 | -2.8% | 0.00% | -25.0% |
Q1 2024 | $523,912 | -2.3% | 9,560 | -6.4% | 0.00% | 0.0% |
Q4 2023 | $536,470 | +71.8% | 10,216 | +58.2% | 0.00% | +33.3% |
Q3 2023 | $312,219 | -64.4% | 6,458 | -63.1% | 0.00% | -62.5% |
Q2 2023 | $876,609 | -11.7% | 17,522 | -12.2% | 0.01% | -11.1% |
Q1 2023 | $992,623 | +106979.1% | 19,960 | +1.2% | 0.01% | – |
Q4 2022 | $927 | -100.0% | 19,716 | -58.3% | 0.00% | -100.0% |
Q3 2022 | $1,896,000 | -47.4% | 47,225 | -40.5% | 0.02% | -31.2% |
Q2 2022 | $3,604,000 | -15.8% | 79,323 | -2.3% | 0.03% | -3.0% |
Q1 2022 | $4,282,000 | +1.5% | 81,176 | +4.1% | 0.03% | +3.1% |
Q4 2021 | $4,217,000 | +14.0% | 77,973 | +11.5% | 0.03% | +33.3% |
Q3 2021 | $3,699,000 | +4.0% | 69,961 | +7.2% | 0.02% | -22.6% |
Q2 2021 | $3,557,000 | +6.0% | 65,253 | +2.2% | 0.03% | -3.1% |
Q1 2021 | $3,356,000 | +6.8% | 63,825 | +2.9% | 0.03% | -3.0% |
Q4 2020 | $3,141,000 | +12.6% | 62,048 | +1.2% | 0.03% | -8.3% |
Q3 2020 | $2,789,000 | +10.3% | 61,332 | +7.4% | 0.04% | +2.9% |
Q2 2020 | $2,528,000 | +29.4% | 57,115 | +15.4% | 0.04% | -2.8% |
Q1 2020 | $1,954,000 | -23.1% | 49,488 | +4.1% | 0.04% | -10.0% |
Q4 2019 | $2,542,000 | +10.6% | 47,532 | +2.8% | 0.04% | +11.1% |
Q3 2019 | $2,299,000 | +0.4% | 46,231 | +3.0% | 0.04% | -12.2% |
Q2 2019 | $2,289,000 | +4.7% | 44,881 | +3.9% | 0.04% | -4.7% |
Q1 2019 | $2,187,000 | +12.6% | 43,190 | +3.7% | 0.04% | -8.5% |
Q4 2018 | $1,942,000 | -1.3% | 41,663 | +12.5% | 0.05% | +17.5% |
Q3 2018 | $1,967,000 | +12.3% | 37,030 | +10.6% | 0.04% | +37.9% |
Q2 2018 | $1,752,000 | +2.4% | 33,486 | +7.4% | 0.03% | -56.7% |
Q1 2018 | $1,711,000 | +2.1% | 31,182 | +6.3% | 0.07% | -5.6% |
Q4 2017 | $1,675,000 | +7.8% | 29,330 | +2.6% | 0.07% | +86.8% |
Q3 2017 | $1,554,000 | +8.7% | 28,581 | +3.4% | 0.04% | -2.6% |
Q2 2017 | $1,430,000 | +9.2% | 27,654 | +4.3% | 0.04% | +5.4% |
Q1 2017 | $1,310,000 | +13.3% | 26,506 | +9.1% | 0.04% | -2.6% |
Q4 2016 | $1,156,000 | +576.0% | 24,298 | +643.5% | 0.04% | +216.7% |
Q3 2014 | $171,000 | – | 3,268 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 364,893 | $19,602,026 | 5.66% |
Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |