WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 130 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |